Plan Ledger DOL Form 5500 · updated monthly

United Claim Solutions, LLC401(k)

VALENZ 401(K) RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

United Claim Solutions, LLC reported $53,855 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,890 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 0.63% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 479th-largest of 1,285 plans among Arizona employers on file, and 3,644th of 4,798 in finance & insurance. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 213 to 528 since 2022.

Plan summary
Net assets, end of year$13,485,387
Participants with balances382
Active participants528
Employer contributions$997,897
Employee contributions$1,999,427
Employer contribution per active participant$1,890
Average account balance$35,302
Benefits paid to participants$2,028,210
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 382 accts · $998K emplr
2023$9.1M · 221 accts · $637K emplr
2022$7.4M · 161 accts · $402K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,688
Investment management$23,167
Total administrative$53,855
The United Claim Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,890
Median for plans this size$2,416
2024$1,890 per active participant
2023$2,131 per active participant
2022$1,888 per active participant

United Claim Solutions, LLC'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$30,688
MARINER WEALTH ADVISORS · Investment advisory (plan)$21,302

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$53,855 · 0.48%
2023$54,318 · 0.66%
2022$43,222 · 0.63%
Same employer
Similar plansFinance & Insurance · Arizona
V.I.P. Mortgage, Inc. AZ$20.8M · 0.75%
Amerifirst Financial, Inc. AZ$15.1M · 0.89%
Crest Insurance Group, LLC AZ$14.7M · 0.64%
On Q Financial, LLC AZ$13.4M · 0.73%
Copper State Credit Union AZ$11.6M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 815130313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.