Plan Ledger DOL Form 5500 · updated monthly

Union Telephone Company401(k)

UNION TELEPHONE COMPANY 401K PLAN · MOUNTAIN VIEW, WY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Union Telephone Company reported $9,617 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $871 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 0.08% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 18th-largest of 81 plans among Wyoming employers on file, and the 884th of 2,199 in information & media. In 2024, employees put in $5.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,067,237
Participants with balances251
Active participants230
Employer contributions$200,259
Employee contributions$1,193,857
Employer contribution per active participant$871
Average account balance$99,869
Benefits paid to participants$2,640,858
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 251 accts · $200K emplr
2023$23.1M · 238 accts · $193K emplr
2022$22.3M · 220 accts · $192K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,413
Investment management$6,204
Total administrative$9,617
The Union Telephone Company 401(k) match · 2024
Employer contribution per active participant$871
Median for plans this size$2,416
2024$871 per active participant
2023$819 per active participant
2022$760 per active participant

Union Telephone Company's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$6,204

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$9,617 · 0.04%
2023$31,561 · 0.14%
2022$19,431 · 0.08%
All plans at this employer2
UNION TELEPHONE COMPANY 401K PLAN401(k)
UNION HOLDING CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Kixeye Inc. $25.2M · 0.28%
Floqast, Inc. CA$25.1M · 0.11%
Telit Iot Solutions, Inc. NC$25.1M · 0.02%
Sigma Computing, Inc. CA$25.1M · 0.14%
Ligado Networks LLC VA$25.1M · 0.01%
Kyruus, Inc. MA$25.0M · 0.12%
The Greenspun Corporation NV$24.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830184092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.