Plan Ledger DOL Form 5500 · updated monthly

United Families, Inc.401(k)

TAX DEFERRED ANNUITY PLAN OF UNITED FAMILIES, INC. · EL CENTRO, CA · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

United Families, Inc. reported $261 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,029th of 9,483), and 11,271st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$596,882
Participants with balances30
Active participants117
Employer contributions$0
Employee contributions$54,210
Employer contribution per active participant$0
Average account balance$19,896
Benefits paid to participants$6,108
Plan auditUnmodified (clean) audit opinion
AuditorHUTCHINSON & BLOODGOOD, LLP
The United Families, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

United Families, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$261 · 0.05%
Similar plansHealth Care & Social Assistance · California
Angel View, Inc. CA$622K · 0.29%
Robsag, Inc. CA$612K · 1.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330726776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.