Plan Ledger DOL Form 5500 · updated monthly

United Overseas Holdings, Inc.401(k)

TAJ HOTELS RETIREMENT SAVINGS PROGRAM · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

United Overseas Holdings, Inc. reported $60,503 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,262 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 3 years on file its reported administrative ratio has held roughly steady near 0.236%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,097th-largest of 5,648 plans among New York employers on file, and the 229th of 2,240 in accommodation & food services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has grown from 163 to 207 since 2022.

Plan summary
Net assets, end of year$26,957,115
Participants with balances201
Active participants207
Employer contributions$261,278
Employee contributions$960,609
Employer contribution per active participant$1,262
Average account balance$134,115
Benefits paid to participants$1,923,010
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 201 accts · $261K emplr
2023$24.2M · 200 accts · $247K emplr
2022$20.7M · 203 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,444
Investment management$52,059
Total administrative$60,503
The United Overseas Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,262
Median for plans this size$2,416
2024$1,262 per active participant
2023$1,268 per active participant
2022$1,460 per active participant

United Overseas Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LPL FINANCIAL · Recordkeeping · Trustee$52,059
ADP, INC. · Loan processing · Recordkeeping$8,444
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, LPL Financial
2023ADP, LPL Financial

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Administrative cost history3
2024$60,503 · 0.24%
2023$53,542 · 0.24%
2022$53,858 · 0.24%
Same employer
Similar plansAccommodation & Food Services · New York
Smiley Brothers, Inc. NY$38.0M · 0.05%
Whitsons Food Service Corp. NY$29.0M · 0.04%
Ushg, LLC NY$27.7M · 0.56%
Eos Investors LLC NY$26.7M · 0.44%
Tao Group Operating, LLC NY$26.1M · 0.50%
Remarkable Foods, Inc. NY$23.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474914644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.