Plan Ledger DOL Form 5500 · updated monthly

Unified Group Services Inc.401(k)

UNIFIED GROUP SERVICES 401K RETIREMENT PLAN · ANDERSON, IN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Unified Group Services Inc. reported $1,320 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,889 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 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Indiana (1,007th of 1,562), and 4,194th of 4,798 in finance & insurance. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 142 to 180 since 2022.

Plan summary
Net assets, end of year$7,742,582
Participants with balances167
Active participants180
Employer contributions$340,065
Employee contributions$600,730
Employer contribution per active participant$1,889
Average account balance$46,363
Benefits paid to participants$663,326
Plan auditUnmodified (clean) audit opinion
AuditorWHITINGER & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 167 accts · $340K emplr
2023$6.6M · 150 accts · $291K emplr
2022$5.6M · 129 accts · $234K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,320
Total administrative$1,320
The Unified Group Services Inc. 401(k) match · 2024
Employer contribution per active participant$1,889
Median for plans this size$1,313
2024$1,889 per active participant
2023$1,776 per active participant
2022$1,650 per active participant

Unified Group Services Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$1,320
BENSLER LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,320 · 0.02%
2023$736 · 0.01%
2022$485 · 0.01%
Same employer
Similar plansFinance & Insurance · Indiana
State Bank IN$8.8M · 0.31%
Ffw Corporation IN$8.0M · 0.25%
Cedar Holdings Inc. IN$7.8M · 0.46%
North Salem State Bank IN$6.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351973675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.