Plan Ledger DOL Form 5500 · updated monthly

Ungerboeck Systems International, Inc.401(k)

UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN · OFALLON, MO · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ungerboeck Systems International, Inc. reported $74,414 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $7,171 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 365th-largest of 1,393 plans among Missouri employers on file, and the 595th of 2,199 in information & media. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,577,168
Participants with balances305
Active participants241
Employer contributions$1,728,234
Employee contributions$2,876,086
Employer contribution per active participant$7,171
Average account balance$139,597
Benefits paid to participants$6,302,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 305 accts · $1.7M emplr
2023$37.9M · 305 accts · $1.6M emplr
2022$29.4M · 286 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,665
Investment management$30,749
Total administrative$74,414
The Ungerboeck Systems International, Inc. 401(k) match · 2024
Employer contribution per active participant$7,171
Median for plans this size$2,416
2024$7,171 per active participant
2023$7,131 per active participant
2022$5,941 per active participant

Ungerboeck Systems International, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,665
HAYS COMPANIES · Investment advisory (plan)$22,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,749
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$74,414 · 0.18%
2023$64,988 · 0.19%
2022$81,206 · 0.26%
Same employer
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Tierpoint, LLC MO$82.9M · 0.38%
Local Union No. 4, Ibew MO$55.5M · 0.25%
Swank Motion Pictures, Inc. MO$33.2M · 0.40%
Connectria, LLC MO$21.2M · 0.31%
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Source: U.S. Department of Labor, Form 5500 series, EIN 431372405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.