Plan Ledger DOL Form 5500 · updated monthly

United Consulting Group, LTD.401(k)

UNITED CONSULTING GROUP, LTD 401(K) PROFIT SHARING PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

United Consulting Group, LTD. reported $15,872 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,863 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 0.01% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 823rd-largest of 2,160 plans among Georgia employers on file, and the 5,250th of 11,654 in professional & technical services. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,720,463
Participants with balances140
Active participants143
Employer contributions$266,475
Employee contributions$768,271
Employer contribution per active participant$1,863
Average account balance$155,146
Benefits paid to participants$674,684
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 140 accts · $266K emplr
2023$19.0M · 154 accts · $294K emplr
2022$16.6M · 164 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,222
Total administrative$15,872
The United Consulting Group, LTD. 401(k) match · 2024
Employer contribution per active participant$1,863
Median for plans this size$2,416
2024$1,863 per active participant
2023$1,882 per active participant
2022$1,959 per active participant

United Consulting Group, LTD.'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
WIPFLI LLP$14,650
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,222

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$15,872 · 0.08%
2023$15,488 · 0.09%
2022$1,875 · 0.01%
Same employer
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Jabian, LLC GA$22.5M · 0.66%
Weissman PC GA$22.4M · 0.37%
Kenneth S. Nugent GA$22.4M · 0.63%
Mstiller LLC GA$21.3M · 0.33%
Proliant, Inc. GA$21.1M · 0.44%
Fineline Technologies, Inc. GA$20.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581881430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.