Plan Ledger DOL Form 5500 · updated monthly

Union Agener, Inc.401(k)

UNION AGENER, INC. 401(K) SAVINGS PLAN · AUGUSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Union Agener, Inc. reported $65,447 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $4,629 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 0.27% to 0.37%. 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 890th-largest of 2,160 plans among Georgia employers on file, and the 6,067th of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,302,437
Participants with balances199
Active participants173
Employer contributions$800,843
Employee contributions$1,498,847
Employer contribution per active participant$4,629
Average account balance$96,997
Benefits paid to participants$1,731,865
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 199 accts · $801K emplr
2023$16.2M · 194 accts · $877K emplr
2022$11.7M · 195 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,665
Investment management$34,782
Total administrative$65,447
The Union Agener, Inc. 401(k) match · 2024
Employer contribution per active participant$4,629
Median for plans this size$2,416
2024$4,629 per active participant
2023$5,071 per active participant
2022$4,508 per active participant

Union Agener, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FUTUREPLAN BY ASCENSUS · Recordkeeping · Pension consulting$30,665
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan) · Investment management$34,782

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$65,447 · 0.37%
2023$41,561 · 0.30%
2022$32,754 · 0.27%
Same employer
Similar plansManufacturing · Georgia
Theragenics Corporation GA$20.1M · 0.48%
Jindal Films Americas LLC GA$20.0M · 0.28%
Dulany Industries, Inc. GA$19.8M · 0.40%
Otr Wheel Engineering, Inc. GA$19.7M · 0.47%
Wise Business Forms GA$18.8M · 0.04%
Arylessence, Inc. GA$18.8M · 0.41%
Kliklok Corporation GA$18.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831712317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.