Plan Ledger DOL Form 5500 · updated monthly

Unipac Shipping Inc.401(k)

UNIPAC SHIPPING INC. 401(K) PROFIT SHARING PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Unipac Shipping Inc. reported $41,082 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $787 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 3 years on file its reported administrative ratio has held roughly steady near 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,191st of 9,483), and 1,353rd of 2,677 in transportation & warehousing. In 2024, employees put in $10.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,471,181
Participants with balances123
Active participants93
Employer contributions$73,150
Employee contributions$760,594
Employer contribution per active participant$787
Average account balance$60,741
Benefits paid to participants$635,613
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK CPA
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 123 accts · $73K emplr
2023$6.3M · 119 accts · $73K emplr
2022$5.5M · 119 accts · $58K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,489
Investment management$21,593
Total administrative$41,082
The Unipac Shipping Inc. 401(k) match · 2024
Employer contribution per active participant$787
Median for plans this size$1,313
2024$787 per active participant
2023$780 per active participant
2022$559 per active participant

Unipac Shipping Inc.'s 2024 employer contribution ran below 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
GLOBALINK SECURITIES, INC · Recordkeeping · Trustee$21,593
ADP, INC. · Loan processing · Recordkeeping$19,489

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

Recordkeeper by year2
2024ADP, GLOBALINK SECURITIES, INC
2023ADP, GLOBALINK SECURITIES, INC

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

Administrative cost history3
2024$41,082 · 0.59%
2023$37,271 · 0.63%
2022$35,642 · 0.62%
Same employer
Similar plansTransportation & Warehousing · California
Tarditi, Inc. CA$7.5M · 0.63%
Dirt Cheap, Inc. CA$7.5M · 0.07%
Sun Air Jets, LLC CA$7.5M · 0.29%
Skyryse CA$7.4M · 0.01%
Next Trucking, Inc. CA$7.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953957551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.