Plan Ledger DOL Form 5500 · updated monthly

United Seating and Mobility, LLC401(k)

NUMOTION 401(K) RETIREMENT PLAN · ROCKY HILL, CT · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

United Seating and Mobility, LLC reported $567,868 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,298 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 rose from 0.33% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 134th-largest of 1,106 plans among Connecticut employers on file, and the 271st of 5,215 in retail trade. In 2024, employees put in $3.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$149,512,434
Participants with balances3,464
Active participants2,952
Employer contributions$3,831,979
Employee contributions$12,558,547
Employer contribution per active participant$1,298
Average account balance$43,162
Benefits paid to participants$12,424,874
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.5M · 3,464 accts · $3.8M emplr
2023$126.1M · 3,587 accts · $3.6M emplr
2022$102.3M · 3,438 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$429,822
Investment management$118,046
Audit (IQPA)$20,000
Total administrative$567,868
The United Seating and Mobility, LLC 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$3,635
2024$1,298 per active participant
2023$1,267 per active participant
2022$1,149 per active participant

United Seating and Mobility, LLC'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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$70,046
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$48,000
COHNREZNICK LLP · Accounting / audit$20,000

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$567,868 · 0.41%
2023$416,020 · 0.36%
2022$361,589 · 0.33%
Same employer
Similar plansRetail Trade · Connecticut
Booking Holdings Inc CT$519.2M · 0.10%
Bob's Discount Furniture LLC CT$227.8M · 0.13%
Ring's End, Incorporated CT$122.9M · 0.11%
Bh Shoe Holdings, Inc CT$117.8M · 0.19%
Stew Leonard's CT$115.3M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431922598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.