Plan Ledger DOL Form 5500 · updated monthly

United Biosource LLC401(k)

UNITED BIOSOURCE LLC 401(K) PLAN · BLUE BELL, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

United Biosource LLC reported $74,386 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,796 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 rose from 0.04% to 0.07%. 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 441st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,794th of 13,661 in manufacturing. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,187,501
Participants with balances1,754
Active participants1,626
Employer contributions$4,545,938
Employee contributions$8,523,395
Employer contribution per active participant$2,796
Average account balance$61,680
Benefits paid to participants$14,214,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.2M · 1,754 accts · $4.5M emplr
2023$94.4M · 1,798 accts · $3.9M emplr
2022$73.9M · 1,568 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,613
Investment management$34,773
Total administrative$74,386
The United Biosource LLC 401(k) match · 2024
Employer contribution per active participant$2,796
Median for plans this size$3,635
2024$2,796 per active participant
2023$2,279 per active participant
2022$2,142 per active participant

United Biosource LLC's 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Investment advisory (participants)$60,061
ROCATON INVESTMENT ADVISORS, LLC · Investment advisory (plan)$14,325

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,386 · 0.07%
2023$42,223 · 0.05%
2022$33,171 · 0.04%
Similar plansManufacturing · Pennsylvania
Oberg Industries, LLC PA$116.2M · 0.13%
C. F. Martin & Co., Inc. PA$115.0M · 0.21%
Sfs Group USA, Inc. PA$113.8M · 0.11%
New Pig Corporation PA$106.8M · 0.29%
Werner Co. PA$104.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 463047667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.