Plan Ledger DOL Form 5500 · updated monthly

Unified Brands Inc.401(k)

UNIFIED BRANDS RETIREMENT SAVINGS PLAN · VICKSBURG, MS · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Unified Brands Inc. reported $24,179 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,177 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 0.08% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 126th-largest of 367 plans among Mississippi employers on file, and 7,152nd of 13,661 in manufacturing. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,773,830
Participants with balances540
Active participants617
Employer contributions$1,342,933
Employee contributions$2,188,974
Employer contribution per active participant$2,177
Average account balance$27,359
Benefits paid to participants$2,613,756
Plan auditUnmodified (clean) audit opinion
AuditorLBMC PC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$14.8M · 540 accts · $1.3M emplr
2023$11.2M · 557 accts · $1.6M emplr
2022$5.6M · 636 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,179
Total administrative$24,179
The Unified Brands Inc. 401(k) match · 2024
Employer contribution per active participant$2,177
Median for plans this size$2,416
2024$2,177 per active participant
2023$3,045 per active participant
2022$2,031 per active participant

Unified Brands Inc.'s 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,480

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

Administrative cost history4
2025Not separately reported
2024$24,179 · 0.19%
2023$15,688 · 0.19%
2022$4,636 · 0.08%
Same employer
Similar plansManufacturing · Mississippi
Solero Technologies, LLC MS$15.3M · 0.44%
Farmers Grain Terminal Inc MS$15.0M · 0.37%
Delta Industries, Inc. MS$15.0M · 0.74%
Franklin Corporation MS$12.6M · 0.02%
Homestretch, Inc. MS$11.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364199253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.