Plan Ledger DOL Form 5500 · updated monthly

United Generations, LLC401(k)

THE 401(K) PLAN OF UNITED GENERATIONS, LLC · WAUKEGAN, IL · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

United Generations, LLC reported $138,889 in plan administrative expenses for 2022: 0.14% of average plan assets, above the peer median. Employer contributions averaged $9,906 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 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 621st-largest of 3,702 plans among Illinois employers on file, and the 1,707th of 11,654 in professional & technical services. In 2022, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,785,325
Participants with balances444
Active participants299
Employer contributions$2,961,897
Employee contributions$3,180,661
Employer contribution per active participant$9,906
Average account balance$197,715
Benefits paid to participants$9,739,757
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2022
Investment management$14,210
Total administrative$138,889
The United Generations, LLC 401(k) match · 2022
Employer contribution per active participant$9,906
Median for plans this size$3,449

United Generations, LLC's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$138,889 · 0.14%
Similar plansProfessional & Technical Services · Illinois
Engineering Systems Inc. IL$90.0M · 0.09%
Baxter & Woodman, Inc. IL$89.2M · 0.07%
Cramer-Krasselt Co. IL$88.8M · 0.12%
Trustwave Holdings, Inc. IL$86.7M · 0.21%
Kemper CPA Group LLP IL$80.6M · 0.32%
Clausen Miller, P.C. IL$78.4M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474041847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.