Plan Ledger DOL Form 5500 · updated monthly

United Refrigeration Inc.401(k)

UNITED REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

United Refrigeration Inc. reported $188,106 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,211 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 0.13% to 0.09%. 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 275th-largest of 3,651 plans among Pennsylvania employers on file, and the 235th of 4,246 in wholesale trade. In 2024, employees put in $4.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$210,051,644
Participants with balances1,978
Active participants1,669
Employer contributions$2,021,617
Employee contributions$9,972,324
Employer contribution per active participant$1,211
Average account balance$106,194
Benefits paid to participants$19,557,236
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$210.1M · 1,978 accts · $2.0M emplr
2022$166.6M · 1,913 accts · $1.8M emplr
The United Refrigeration Inc. 401(k) match · 2024
Employer contribution per active participant$1,211
Median for plans this size$3,635
2024$1,211 per active participant
2022$1,140 per active participant

United Refrigeration Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
MML INVESTORS SERVICES LLC$50,000

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

Administrative cost history2
2024$188,106 · 0.09%
2022$240,875 · 0.13%
Same employer
Similar plansWholesale Trade · Pennsylvania
Benco Dental Supply Company PA$261.5M · 0.08%
Dorman Products, Inc. PA$239.3M · 0.20%
L/B Water Service, Inc. PA$224.1M · 0.01%
Scott Electric Company PA$181.0M · 0.01%
Ifm Efector, Inc. PA$109.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231307731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.