Plan Ledger DOL Form 5500 · updated monthly

United Notions, Inc.401(k)

UNITED NOTIONS, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

United Notions, Inc. reported $41,533 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,028 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 0.21% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,561st-largest of 5,688 plans among Texas employers on file, and the 1,383rd of 4,246 in wholesale trade. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has shrunk from 109 to 98 since 2022.

Plan summary
Net assets, end of year$29,442,790
Participants with balances113
Active participants98
Employer contributions$296,702
Employee contributions$576,433
Employer contribution per active participant$3,028
Average account balance$260,556
Benefits paid to participants$3,374,020
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 113 accts · $297K emplr
2023$27.7M · 133 accts · $301K emplr
2022$23.2M · 126 accts · $842K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$808
Investment management$40,725
Total administrative$41,533
The United Notions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,028
Median for plans this size$2,416
2024$3,028 per active participant
2023$2,735 per active participant
2022$7,727 per active participant

United Notions, 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
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$40,725
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$808

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$41,533 · 0.15%
2023$46,881 · 0.18%
2022$53,925 · 0.21%
Same employer
Similar plansWholesale Trade · Texas
Tricon Energy, Inc. TX$30.3M · 0.19%
Four Hands, LLC TX$30.0M · 0.28%
Pce Technology, Inc. TX$30.0M · 0.06%
T. F. Hudgins, Inc. TX$28.1M · 0.08%
Abatix Corp. TX$27.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751473570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.