Plan Ledger DOL Form 5500 · updated monthly

Universal Avionics Systems Corporation401(k)

UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Universal Avionics Systems Corporation reported $57,784 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,821 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 0.15% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 156th-largest of 1,285 plans among Arizona employers on file, and the 2,617th of 13,661 in manufacturing. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,730,055
Participants with balances441
Active participants333
Employer contributions$1,272,399
Employee contributions$2,593,622
Employer contribution per active participant$3,821
Average account balance$146,780
Benefits paid to participants$6,876,066
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$64.7M · 441 accts · $1.3M emplr
2023$58.7M · 436 accts · $1.2M emplr
2022$51.7M · 403 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,761
Trustee / custodial$9,023
Total administrative$57,784
The Universal Avionics Systems Corporation 401(k) match · 2024
Employer contribution per active participant$3,821
Median for plans this size$3,635
2024$3,821 per active participant
2023$3,672 per active participant
2022$3,611 per active participant

Universal Avionics Systems Corporation's 2024 employer contribution ran above the $3,635 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 · 20242
NWPS · Recordkeeping · Pension consulting$48,761
RBC WEALTH MANAGEMENT · Custodial · Trustee$9,023

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$57,784 · 0.09%
2023$66,915 · 0.12%
2022$88,677 · 0.15%
Same employer
Similar plansManufacturing · Arizona
Tessenderlo Kerley, Inc. AZ$96.4M · 0.01%
Nammo Incorporated AZ$72.5M · 0.27%
Universal Electronics, Inc. AZ$68.0M · 0.16%
Tsmc Arizona Corporation AZ$62.0M · 0.12%
Nikola Corporation AZ$58.1M · 0.02%
Modern Industries, Inc. AZ$51.1M · 0.07%
Align Precision Corp. AZ$50.9M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611861935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.