Plan Ledger DOL Form 5500 · updated monthly

Unigroup C.A.401(k)

UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN · FENTON, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Unigroup C.A. reported $12,681 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,070 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 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 163rd-largest of 1,393 plans among Missouri employers on file, and the 212th of 2,677 in transportation & warehousing. In 2024, employees put in $3.03 for every $1.00 the employer contributed; active participation has shrunk from 716 to 560 since 2022.

Plan summary
Net assets, end of year$119,209,502
Participants with balances729
Active participants560
Employer contributions$1,159,214
Employee contributions$3,516,177
Employer contribution per active participant$2,070
Average account balance$163,525
Benefits paid to participants$16,289,217
Plan auditUnmodified (clean) audit opinion
AuditorARMANINO,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$119.2M · 729 accts · $1.2M emplr
2023$113.8M · 750 accts · $1.3M emplr
2022$105.1M · 834 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$27,782
Audit (IQPA)$28,382
Total administrative$12,681
The Unigroup C.A. 401(k) match · 2024
Employer contribution per active participant$2,070
Median for plans this size$3,635
2024$2,070 per active participant
2023$2,267 per active participant
2022$1,909 per active participant

Unigroup C.A.'s 2024 employer contribution ran below the $3,635 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
HONKAMP, P.C. · Accounting / audit$28,382
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,782
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$12,681 · 0.01%
2023$47,593 · 0.04%
2022$33,144 · 0.03%
Same employer
Similar plansTransportation & Warehousing · Missouri
New Prime, Inc. MO$212.1M · 0.07%
Allen Lund Company, LLC CA$121.7M · 0.11%
C.R. England, Inc. UT$120.8M · 0.20%
National Dcp, LLC GA$117.8M · 0.17%
Air Wisconsin Airlines LLC WI$117.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430561790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.