Plan Ledger DOL Form 5500 · updated monthly

United Distributors, Inc.401(k)

UNITED DISTRIBUTORS, INC. EMPLOYEE SAVINGS PLAN · SMYRNA, GA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

United Distributors, Inc. reported $208,421 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,179 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 0.37% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 239th-largest of 2,160 plans among Georgia employers on file, and the 349th of 4,246 in wholesale trade. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$125,147,893
Participants with balances1,277
Active participants1,563
Employer contributions$1,843,335
Employee contributions$5,625,840
Employer contribution per active participant$1,179
Average account balance$98,001
Benefits paid to participants$11,515,470
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.1M · 1,277 accts · $1.8M emplr
2023$113.4M · 1,238 accts · $1.8M emplr
2022$96.9M · 1,196 accts · $1.8M emplr
The United Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$1,179
Median for plans this size$3,635
2024$1,179 per active participant
2023$1,139 per active participant
2022$1,140 per active participant

United Distributors, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
NATIONWIDE · Recordkeeping · Custodial$144,642
PENSION FINANCIAL SERVICES, INC. · Contract administrator · Pension consulting$29,868
STRATEGIC ADVISORS, INC. · Investment managementindirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$208,421 · 0.17%
2023$404,651 · 0.38%
2022$398,330 · 0.37%
Similar plansWholesale Trade · Georgia
Colonial Group, Inc. GA$194.6M · 0.13%
Kahn Ventures, Inc. GA$146.5M · 0.21%
Agilysys, Inc. GA$138.3M · 0.14%
Mingledorff's, Inc. GA$135.7M · 0.12%
Barco, Inc. GA$98.3M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580609141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.