Plan Ledger DOL Form 5500 · updated monthly

United Flow Technologies Intermediate Holdco II, LLC401(k)

UFT 401(K) PLAN · IRVINE, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

United Flow Technologies Intermediate Holdco II, LLC reported $110,405 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,082 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 776th-largest of 5,688 plans among Texas employers on file, and the 527th of 4,246 in wholesale trade. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,169,693
Participants with balances555
Active participants662
Employer contributions$2,040,215
Employee contributions$4,016,893
Employer contribution per active participant$3,082
Average account balance$140,846
Benefits paid to participants$19,899,674
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,363
Investment management$46,042
Total administrative$110,405
The United Flow Technologies Intermediate Holdco II, LLC 401(k) match · 2024
Employer contribution per active participant$3,082
Median for plans this size$3,635

United Flow Technologies Intermediate Holdco II, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$64,240
CREATIVE PLANNING, LLC · Investment advisory (plan)$46,042
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history1
2024$110,405 · 0.14%
Same employer
Similar plansWholesale Trade · Texas
Coburn Supply Company, Inc. TX$84.9M · 0.22%
Labatt Food Service TX$83.3M · 0.11%
D. Reynolds Company, L.P TX$82.0M · 0.00%
Victory Packaging L.P. TX$75.7M · 0.14%
Hampton Rubber Company TX$75.1M · 0.14%
Master-Halco, Inc. TX$74.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872894942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.