Plan Ledger DOL Form 5500 · updated monthly

United States Equestrian Federation, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF UNITED STATES EQUESTRIAN FEDERATION, INC. · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

United States Equestrian Federation, Inc. reported $2,641 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,154 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 0.19% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (525th of 871), and 6,309th of 11,911 in health care & social assistance. In 2024, employees put in $3.59 for every $1.00 the employer contributed; active participation has grown from 130 to 146 since 2022.

Plan summary
Net assets, end of year$8,338,180
Participants with balances204
Active participants146
Employer contributions$168,473
Employee contributions$604,036
Employer contribution per active participant$1,154
Average account balance$40,873
Benefits paid to participants$326,648
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 204 accts · $168K emplr
2023$6.3M · 192 accts · $155K emplr
2022$4.8M · 179 accts · $119K emplr
Employer contributions to the United States Equestrian Federation, Inc. plan · 2024
Employer contribution per active participant$1,154
Median for plans this size$1,313
2024$1,154 per active participant
2023$1,058 per active participant
2022$917 per active participant

United States Equestrian Federation, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,950

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,641 · 0.04%
2023$3,372 · 0.06%
2022$10,003 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Nazareth Home, Inc. KY$9.0M · 0.30%
Maryhurst, Inc. KY$8.9M · 0.08%
Sterling Health Care KY$8.2M · 0.43%
Brighton Center, Inc. KY$7.5M · 0.10%
Lifeskills, Inc. KY$7.5M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562350714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.