Plan Ledger DOL Form 5500 · updated monthly

United Educators Management Company401(k)

UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

United Educators Management Company reported $60,704 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $12,536 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 0.075% to 0.079%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 201st-largest of 1,671 plans among Maryland employers on file, and the 1,147th of 4,798 in finance & insurance. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 194 to 230 since 2022.

Plan summary
Net assets, end of year$83,314,026
Participants with balances299
Active participants230
Employer contributions$2,883,264
Employee contributions$3,085,928
Employer contribution per active participant$12,536
Average account balance$278,642
Benefits paid to participants$3,079,682
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON LAMBERT
Plan history3
Yearassets · accounts · employer contribution
2024$83.3M · 299 accts · $2.9M emplr
2023$69.7M · 284 accts · $2.6M emplr
2022$57.6M · 269 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,704
Investment management$18,000
Total administrative$60,704
The United Educators Management Company 401(k) match · 2024
Employer contribution per active participant$12,536
Median for plans this size$3,635
2024$12,536 per active participant
2023$12,462 per active participant
2022$11,905 per active participant

United Educators Management Company's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,704
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,000

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$60,704 · 0.08%
2023$59,925 · 0.09%
2022$46,608 · 0.08%
Same employer
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Tower Federal Credit Union MD$110.1M · 0.13%
Ullico Inc. MD$104.3M · 0.05%
Campbell & Company, LP MD$95.2M · 0.02%
Shore United Bank MD$71.8M · 0.22%
NASA Federal Credit Union MD$71.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521751521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.