Plan Ledger DOL Form 5500 · updated monthly

Universal City Development Partners, LTD Universal Orlando401(k)

UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Universal City Development Partners, LTD Universal Orlando reported $353,134 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $1,934 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 0.06% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 57th-largest of 3,644 plans among Florida employers on file, and the 9th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 19,075 to 22,093 since 2022.

Plan summary
Net assets, end of year$833,936,085
Participants with balances14,848
Active participants22,093
Employer contributions$42,738,709
Employee contributions$62,526,858
Employer contribution per active participant$1,934
Average account balance$56,165
Benefits paid to participants$57,339,259
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$833.9M · 14,848 accts · $42.7M emplr
2023$661.2M · 13,520 accts · $36.1M emplr
2022$512.6M · 12,057 accts · $29.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$279,471
Investment management$58,693
Audit (IQPA)$14,970
Total administrative$353,134
The Universal City Development Partners, LTD Universal Orlando 401(k) match · 2024
Employer contribution per active participant$1,934
Median for plans this size$4,294
2024$1,934 per active participant
2023$1,667 per active participant
2022$1,561 per active participant

Universal City Development Partners, LTD Universal Orlando's 2024 employer contribution ran below the $4,294 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 · 20243
FIDELITY INVES INST OPERS CO, INC · Loan processing$280,021
FINANCIAL ENGINES · Investment advisory (plan)$58,693
SB & COMPANY, LLC · Accounting / audit$14,970

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$353,134 · 0.05%
2023$293,756 · 0.05%
2022$323,945 · 0.06%
Similar plansArts, Entertainment & Recreation · Florida
Penn Entertainment, Inc. PA$694.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593128514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.