Plan Ledger DOL Form 5500 · updated monthly

Uniek, Inc.401(k)

UNIEK, INC. EMPLOYEES' RETIREMENT PLAN · WAUNAKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Uniek, Inc. reported $41,458 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,951 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 rose from 0.14% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 696th-largest of 1,936 plans among Wisconsin employers on file, and the 1,492nd of 4,246 in wholesale trade. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has shrunk from 142 to 119 since 2022.

Plan summary
Net assets, end of year$26,754,928
Participants with balances153
Active participants119
Employer contributions$351,207
Employee contributions$733,355
Employer contribution per active participant$2,951
Average account balance$174,869
Benefits paid to participants$1,454,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 153 accts · $351K emplr
2023$24.0M · 164 accts · $366K emplr
2022$21.4M · 178 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,087
Investment management$37,371
Total administrative$41,458
The Uniek, Inc. 401(k) match · 2024
Employer contribution per active participant$2,951
Median for plans this size$2,416
2024$2,951 per active participant
2023$2,837 per active participant
2022$2,677 per active participant

Uniek, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$30,537
EMPOWER ADVISORY GROUP, LLC · Investment management$6,834

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$41,458 · 0.16%
2023$36,143 · 0.16%
2022$31,254 · 0.14%
Same employer
Similar plansWholesale Trade · Wisconsin
Gs Global Resources, Inc. WI$28.2M · 0.17%
R.J. Schinner Co., Inc. WI$27.4M · 0.61%
Machine Service, Inc. WI$27.0M · 0.29%
Riesterer & Schnell, Inc. WI$26.8M · 0.56%
Holiday Wholesale, Inc. WI$25.7M · 0.43%
All States AG Parts, LLC WI$25.1M · 0.31%
Nassco, Inc. WI$24.8M · 0.33%
Brooks, Inc. WI$24.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391935084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.