Plan Ledger DOL Form 5500 · updated monthly

Unitedlex Corporation401(k)

UNITEDLEX 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Unitedlex Corporation reported $68,978 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $714 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 0.26% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 164th-largest of 828 plans among Kansas employers on file, and the 3,349th of 11,654 in professional & technical services. In 2024, employees put in $6.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,238,633
Participants with balances954
Active participants827
Employer contributions$590,339
Employee contributions$3,663,454
Employer contribution per active participant$714
Average account balance$41,131
Benefits paid to participants$5,061,436
Plan auditUnmodified (clean) audit opinion
AuditorTHE CJ GROUP PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$39.2M · 954 accts · $590K emplr
2023$34.1M · 766 accts · $664K emplr
2022$29.4M · 820 accts · $798K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,612
Investment management$7,366
Total administrative$68,978
The Unitedlex Corporation 401(k) match · 2024
Employer contribution per active participant$714
Median for plans this size$2,416
2024$714 per active participant
2023$1,003 per active participant
2022$953 per active participant

Unitedlex Corporation'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$61,741
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,366

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$68,978 · 0.19%
2023$59,794 · 0.19%
2022$83,542 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Kansas
Adamsbrown, LLC KS$45.2M · 0.03%
Hinkle Law Firm LLC KS$40.8M · 0.23%
Brr Architecture, Inc. KS$40.8M · 0.19%
Mize Cpas, Inc. KS$36.4M · 0.41%
Allen, Gibbs & Houlik, L.C. KS$35.5M · 0.02%
Treanorhl, Inc. KS$35.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205529066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.