Plan Ledger DOL Form 5500 · updated monthly

United Animal Health, Inc.401(k)

UNITED ANIMAL HEALTH, INC. 401(K) PLAN · SHERIDAN, IN · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

United Animal Health, Inc. reported $87,472 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,727 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 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 208th-largest of 1,562 plans among Indiana employers on file, and the 2,426th of 13,661 in manufacturing. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,651,141
Participants with balances414
Active participants321
Employer contributions$1,517,454
Employee contributions$2,461,910
Employer contribution per active participant$4,727
Average account balance$173,070
Benefits paid to participants$10,216,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.7M · 414 accts · $1.5M emplr
2023$69.3M · 402 accts · $1.5M emplr
2022$62.4M · 374 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,429
Investment management$18,750
Trustee / custodial$21,293
Total administrative$87,472
The United Animal Health, Inc. 401(k) match · 2024
Employer contribution per active participant$4,727
Median for plans this size$3,635
2024$4,727 per active participant
2023$4,443 per active participant
2022$4,506 per active participant

United Animal Health, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
NEWPORT GROUP, INC. · Recordkeeping$47,428
NEWPORT TRUST COMPANY · Trustee$21,293
PROCOURSE FIDUCIARY ADVISORS LLC · Investment advisory (participants) · Investment advisory (plan)$18,750

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$87,472 · 0.12%
2023$81,570 · 0.12%
2022$85,530 · 0.13%
Same employer
Similar plansManufacturing · Indiana
Fgf LLC IN$72.6M · 0.26%
Wb Frozen US, LLC IN$72.6M · 0.26%
Crescent Plastics, Inc. IN$71.9M · 0.03%
Nishikawa Cooper LLC IN$64.8M · 0.48%
Maple Leaf Farms, Inc. IN$63.4M · 0.08%
Grote Industries, Inc. IN$62.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350990425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.