Plan Ledger DOL Form 5500 · updated monthly

United Facilities, Inc.401(k)

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 · EAST PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

United Facilities, Inc. reported $69,700 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,775 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 0.26% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,165th-largest of 3,702 plans among Illinois employers on file, and the 487th of 2,677 in transportation & warehousing. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 239 to 286 since 2022.

Plan summary
Net assets, end of year$35,977,995
Participants with balances345
Active participants286
Employer contributions$793,678
Employee contributions$1,283,620
Employer contribution per active participant$2,775
Average account balance$104,284
Benefits paid to participants$1,940,872
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 345 accts · $794K emplr
2023$31.5M · 335 accts · $706K emplr
2022$26.2M · 305 accts · $675K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,700
Total administrative$69,700
The United Facilities, Inc. 401(k) match · 2024
Employer contribution per active participant$2,775
Median for plans this size$2,416
2024$2,775 per active participant
2023$2,635 per active participant
2022$2,823 per active participant

United Facilities, Inc.'s 2024 employer contribution ran above 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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$69,700
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$69,700 · 0.21%
2023$68,196 · 0.24%
2022$76,657 · 0.26%
Same employer
Similar plansTransportation & Warehousing · Illinois
Upstaging, Inc. IL$37.1M · 0.12%
Fcs Industries, Inc. IL$37.0M · 0.14%
Export Packaging Co., Inc. IL$36.0M · 0.06%
Abercrombie & Kent USA, LLC IL$33.6M · 0.31%
New World van Lines, Inc. IL$29.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370702793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.