Plan Ledger DOL Form 5500 · updated monthly

United World Mission401(k)

UNITED WORLD MISSION 401(K) RETIREMENT PLAN PLAN PLAN · CHARLOTTE, NC · plan year 2025

Reported admin expense ratio · 2025
0.95%

United World Mission reported $86,966 in plan administrative expenses for 2025: 0.95% of average plan assets, higher than ~75% of peers. 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 fell from 1.00% to 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in North Carolina (1,107th of 2,005), and the 1,649th of 3,341 in other services.

Plan summary
Net assets, end of year$10,024,573
Participants with balances206
Active participants225
Employer contributions—
Employee contributions$671,647
Employer contribution per active participant—
Average account balance$48,663
Benefits paid to participants$228,580
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.0M · 206 accts
2024$8.4M · 200 accts
2023$7.7M · 199 accts
2022$6.4M · 194 accts
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ENVOY TPA AND RECORDKEEPING, INC. · Contract administrator · Recordkeeping$86,966

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

Recordkeeper by year3
2025ENVOY TPA AND RECORDKEEPING, INC.
2024ENVOY TPA AND RECORDKEEPING, INC.
2023ENVOY TPA AND RECORDKEEPING, INC.

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Administrative cost history4
2025$86,966 · 0.95%
2024$82,989 · 1.03%
2023$71,535 · 1.01%
2022$68,033 · 1.00%
Same employer
Similar plansOther Services · North Carolina
1-800-PACK-RAT, LLC NC$11.0M · 0.43%
Tack Automotive, LLC NC$9.1M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596045867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.