Plan Ledger DOL Form 5500 · updated monthly

United Call Center Solutions, LLC401(k)

UNITED CALL CENTER SOLUTIONS, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
2.30%

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

United Call Center Solutions, LLC reported $150,868 in plan administrative expenses for 2024: 2.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $237 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 1.02% to 2.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,627th of 5,688), and the 1,233rd of 2,534 in administrative & support services. In 2024, employees put in $4.04 for every $1.00 the employer contributed; active participation has shrunk from 5,532 to 1,347 since 2022.

Plan summary
Net assets, end of year$6,943,524
Participants with balances627
Active participants1,347
Employer contributions$319,780
Employee contributions$1,291,667
Employer contribution per active participant$237
Average account balance$11,074
Benefits paid to participants$1,376,841
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER & CO., LTD
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 627 accts · $320K emplr
2023$6.2M · 678 accts · $412K emplr
2022$4.6M · 685 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,178
Investment management$29,190
Audit (IQPA)$23,500
Total administrative$150,868
The United Call Center Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$237
Median for plans this size$1,313
2024$237 per active participant
2023$69 per active participant
2022$74 per active participant

United Call Center Solutions, LLC'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 · 20247
MILLER COOPER & CO LTD · Accounting / audit$23,500
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$11,263
EMPOWER ADVISORY GROUP, LLC · Investment management$9,756
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$8,077
CREATIVE PLANNING LLC · Investment advisory (plan)$94
RAYMOND JAMES · 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$150,868 · 2.30%
2023$58,307 · 1.09%
2022$48,543 · 1.02%
Similar plansAdministrative & Support Services · Texas
Frontier Employeeco, LLC TX$7.1M · 1.19%
American Allwaste LLC TX$6.7M · 0.68%
Elevationhr, LLC TX$6.7M · 0.66%
Spencer Ogden TX$6.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832018520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.