Plan Ledger DOL Form 5500 · updated monthly

Unified Defense Holdings, LLC401(k)

UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN · MACON, GA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Unified Defense Holdings, LLC reported $175 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $568 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 0.01% to 1.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,836th of 2,160), and 12,335th of 13,661 in manufacturing. In 2023, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 78 to 176 since 2022.

Plan summary
Net assets, end of year$2,906,507
Participants with balances130
Active participants176
Employer contributions$100,020
Employee contributions$143,691
Employer contribution per active participant$568
Average account balance$22,358
Benefits paid to participants$456,578
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 215 accts · $166K emplr
2023$2.9M · 130 accts · $100K emplr
2022$2.7M · 119 accts · $87K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$175
Total administrative$175
The Unified Defense Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$568
Median for plans this size$1,308
2024$637 per active participant
2023$568 per active participant
2022$1,116 per active participant

Unified Defense Holdings, LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LINCOLN INVESTMENT PLANNING LLCindirect 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$39,814 · 1.40%
2023$175 · 0.01%
2022$425 · 0.01%
Similar plansManufacturing · Georgia
Spg International, LLC GA$3.1M · 0.20%
Aalto Scientific, LTD. GA$3.0M · 0.33%
Stryten Energy Components GA$2.9M · 0.28%
Vmc Specialty Alloys LLC GA$2.9M · 0.43%
Campbell Printing Company GA$2.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882296782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.