Plan Ledger DOL Form 5500 · updated monthly

United Biologics, LLC D/B/A United Allergy Services401(k)

UNITED BIOLOGICS, LLC 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

United Biologics, LLC D/B/A United Allergy Services reported $8,027 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $581 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 0.16% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,856th of 5,688), and 7,457th of 11,911 in health care & social assistance. In 2024, employees put in $6.34 for every $1.00 the employer contributed; active participation has shrunk from 203 to 176 since 2022.

Plan summary
Net assets, end of year$5,820,624
Participants with balances253
Active participants176
Employer contributions$102,206
Employee contributions$648,176
Employer contribution per active participant$581
Average account balance$23,006
Benefits paid to participants$1,016,769
Plan auditUnmodified (clean) audit opinion
AuditorBODWELL VASEK WELLS DESIMONE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 253 accts · $102K emplr
2023$5.4M · 282 accts · $108K emplr
2022$4.5M · 390 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,027
Total administrative$8,027
The United Biologics, LLC D/B/A United Allergy Services 401(k) match · 2024
Employer contribution per active participant$581
Median for plans this size$1,313
2024$581 per active participant
2023$554 per active participant
2022$565 per active participant

United Biologics, LLC D/B/A United Allergy Services'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$8,027
ALLIANT INSURANCE SERVICES, INC. · Investment advisory (plan)indirect comp

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$8,027 · 0.14%
2023$8,021 · 0.16%
2022$7,638 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Capitol Pain Institute TX$5.9M · 0.95%
Roseland Management, LLC TX$5.8M · 0.40%
The Company of Rock House TX$5.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271026885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.