Plan Ledger DOL Form 5500 · updated monthly

United Community Action Program, Inc.401(k)

UNITED COMMUNITY ACTION PROGRAM 401(K) PLAN · PAWNEE, OK · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

United Community Action Program, Inc. reported $50,289 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,472 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 0.14% to 0.62%. 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 Oklahoma (429th of 724), and 6,168th of 11,911 in health care & social assistance. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,688,047
Participants with balances15
Active participants282
Employer contributions$415,078
Employee contributions$483,202
Employer contribution per active participant$1,472
Average account balance$579,203
Benefits paid to participants$475,489
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 15 accts · $415K emplr
2023$7.4M · 182 accts · $425K emplr
2022$6.3M · 192 accts · $336K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,700
Investment management$1,589
Total administrative$50,289
The United Community Action Program, Inc. 401(k) match · 2024
Employer contribution per active participant$1,472
Median for plans this size$1,313
2024$1,472 per active participant
2023$1,608 per active participant
2022$1,263 per active participant

United Community Action Program, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
JOHN HANCOCK · Recordkeeping$48,797

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$50,289 · 0.62%
2023$22,688 · 0.33%
2022$9,767 · 0.14%
Similar plansHealth Care & Social Assistance · Oklahoma
Parkside, Inc. OK$8.9M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730777705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.