Plan Ledger DOL Form 5500 · updated monthly

Uniphar USA Inc.401(k)

UNIPHAR 401(K) PLAN · OCEAN SPRINGS, MS · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Uniphar USA Inc. reported $129 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $650 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.

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 Mississippi (329th of 367), and 2,187th of 2,677 in transportation & warehousing. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,614,465
Participants with balances110
Active participants186
Employer contributions$120,893
Employee contributions$261,593
Employer contribution per active participant$650
Average account balance$14,677
Benefits paid to participants$215
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50
Investment management$79
Total administrative$129
The Uniphar USA Inc. 401(k) match · 2024
Employer contribution per active participant$650
Median for plans this size$1,313

Uniphar USA Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$50
WILSHIRE ASSOCIATES · Consulting · Investment advisory (participants)$79

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

Administrative cost history1
2024$129 · 0.01%
Similar plansTransportation & Warehousing · Mississippi
Bluroc, LLC MS$10.4M · 0.15%
Jordan Carriers, Inc. MS$5.7M · 0.55%
Royal Trucking Company MS$2.1M · 3.32%
McH Transportation Co. MS$1.5M · 0.99%
Big Level Trucking, Inc. MS$180K · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851992747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.