Plan Ledger DOL Form 5500 · updated monthly

Uniphore Technologies Inc.401(k)

UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Uniphore Technologies Inc. reported $44,263 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $8,984 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 0.45% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,512th-largest of 9,483 plans among California employers on file, and the 5,361st of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 258 to 179 since 2022.

Plan summary
Net assets, end of year$21,034,808
Participants with balances283
Active participants179
Employer contributions$1,608,071
Employee contributions$3,606,825
Employer contribution per active participant$8,984
Average account balance$74,328
Benefits paid to participants$4,004,840
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 283 accts · $1.6M emplr
2023$16.8M · 403 accts · $1.9M emplr
2022$10.6M · 268 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,456
Investment management$33,807
Total administrative$44,263
The Uniphore Technologies Inc. 401(k) match · 2024
Employer contribution per active participant$8,984
Median for plans this size$2,416
2024$8,984 per active participant
2023$6,539 per active participant
2022$6,094 per active participant

Uniphore Technologies 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$28,746
EMPOWER ADVISORY GROUP, LLC · Investment management$5,061

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$44,263 · 0.23%
2023$26,210 · 0.19%
2022$38,900 · 0.45%
Similar plansProfessional & Technical Services · California
Linea Solutions, Inc. CA$21.2M · 0.13%
Azul Systems, Inc. CA$21.1M · 0.18%
All Environmental, Inc. CA$21.0M · 0.74%
Pacific Biolabs CA$20.9M · 0.01%
Buck Design, LLC CA$20.9M · 0.04%
Waldberg, Inc. CA$20.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862836913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.