Plan Ledger DOL Form 5500 · updated monthly

Unique Industries, Inc.401(k)

UNIQUE INDUSTRIES, INC. 401(K) AND PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Unique Industries, Inc. reported $144,065 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,791 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 0.36%. 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 868th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,402nd of 13,661 in manufacturing. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 780 to 933 since 2022.

Plan summary
Net assets, end of year$44,838,553
Participants with balances965
Active participants933
Employer contributions$1,671,242
Employee contributions$2,149,026
Employer contribution per active participant$1,791
Average account balance$46,465
Benefits paid to participants$3,558,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.8M · 965 accts · $1.7M emplr
2023$35.7M · 801 accts · $1.4M emplr
2022$29.5M · 844 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,065
Investment management$28,000
Total administrative$144,065
The Unique Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,791
Median for plans this size$2,416
2024$1,791 per active participant
2023$1,956 per active participant
2022$1,395 per active participant

Unique Industries, Inc.'s 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$116,065
NFP RETIREMENT INC · Investment advisory (plan)$28,000

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$144,065 · 0.36%
2023$124,286 · 0.38%
2022$121,131 · 0.38%
Same employer
Similar plansManufacturing · Pennsylvania
Global Packaging, Inc. PA$46.2M · 0.44%
Whirley Industries, Inc. PA$45.8M · 0.20%
Jwf Industries PA$44.9M · 0.30%
York Wallcoverings, Inc. PA$44.4M · 0.04%
Wampum Hardware Co. PA$44.1M · 0.00%
Superpac, Inc. PA$44.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231601707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.