Plan Ledger DOL Form 5500 · updated monthly

Universal Atlantic Systems, Inc.401(k)

UAS 401(K) PROFIT SHARING PLAN AND TRUST · PAOLI, PA · plan year 2022

Reported admin expense ratio · 2022
0.58%

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

Universal Atlantic Systems, Inc. reported $43,057 in plan administrative expenses for 2022: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,002 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (2,620th of 3,651), and the 1,209th of 2,534 in administrative & support services. In 2022, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,226,419
Participants with balances147
Active participants133
Employer contributions$133,265
Employee contributions$498,510
Employer contribution per active participant$1,002
Average account balance$49,159
Benefits paid to participants$801,258
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,408
Investment management$23,649
Total administrative$43,057
The Universal Atlantic Systems, Inc. 401(k) match · 2022
Employer contribution per active participant$1,002
Median for plans this size$1,114

Universal Atlantic Systems, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$43,057 · 0.58%
Similar plansAdministrative & Support Services · Pennsylvania
Diversified Care Management PA$10.1M · 0.17%
Intertech Security, LLC PA$8.0M · 0.69%
Tyber Medical LLC PA$6.3M · 0.48%
Noble Environmental, Inc. PA$5.7M · 0.05%
Penn Credit PA$5.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231874464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.