Plan Ledger DOL Form 5500 · updated monthly

Unipres U.S.A., Inc.401(k)

UNIPRES U.S.A., INC. 401(K) RETIREMENT PLAN · PORTLAND, TN · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Unipres U.S.A., Inc. reported $120,718 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,246 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 0.401%. 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 396th-largest of 1,496 plans among Tennessee employers on file, and the 4,318th of 13,661 in manufacturing. In 2024, employees put in $2.70 for every $1.00 the employer contributed; active participation has grown from 558 to 668 since 2022.

Plan summary
Net assets, end of year$31,593,513
Participants with balances682
Active participants668
Employer contributions$832,017
Employee contributions$2,249,901
Employer contribution per active participant$1,246
Average account balance$46,325
Benefits paid to participants$3,454,722
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 682 accts · $832K emplr
2023$28.6M · 739 accts · $866K emplr
2022$24.9M · 703 accts · $807K emplr
The Unipres U.S.A., Inc. 401(k) match · 2024
Employer contribution per active participant$1,246
Median for plans this size$2,416
2024$1,246 per active participant
2023$1,475 per active participant
2022$1,446 per active participant

Unipres U.S.A., Inc.'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 · 20241
AUTOMATIC DATA PROCESSING$120,718

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$120,718 · 0.40%
2023$117,780 · 0.44%
2022$117,817 · 0.40%
Similar plansManufacturing · Tennessee
Elo Touch Solutions, Inc. TN$33.9M · 0.38%
Diakonia Group, LLC TN$33.9M · 0.05%
Nasg Tennessee South, LLC TN$33.4M · 0.07%
Hunter Fan Company TN$30.8M · 0.37%
Tennsco, LLC TN$30.7M · 0.01%
Team Technologies, Inc. TN$30.3M · 0.30%
Wegmann Automotive USA Inc. TN$30.0M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621305355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.