Plan Ledger DOL Form 5500 · updated monthly

Universal Display & Fixtures Company401(k)

UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN · LEWISVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Universal Display & Fixtures Company reported $51,601 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $1,517 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,291st of 5,688), and 3,123rd of 4,246 in wholesale trade. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,570,933
Participants with balances129
Active participants122
Employer contributions$185,111
Employee contributions$468,312
Employer contribution per active participant$1,517
Average account balance$66,441
Benefits paid to participants$665,810
Plan auditUnmodified (clean) audit opinion
AuditorTHE BONADIO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 129 accts · $185K emplr
2023$7.8M · 125 accts · $196K emplr
2022$6.8M · 122 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,601
Total administrative$51,601
The Universal Display & Fixtures Company 401(k) match · 2024
Employer contribution per active participant$1,517
Median for plans this size$1,313
2024$1,517 per active participant
2023$1,691 per active participant
2022$1,385 per active participant

Universal Display & Fixtures Company's 2024 employer contribution ran above the $1,313 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 · 20244
COMMERCE STREET INV ADV DBA COMMERC · Investment advisory (plan)$19,122
EMPOWER ADVISORY GROUP, LLC · Investment management$12,140
ARMANINO LLP · Contract administrator$6,920

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$51,601 · 0.63%
2023$47,261 · 0.65%
2022$51,419 · 0.66%
Same employer
Similar plansWholesale Trade · Texas
Surf Opco LLC TX$8.7M · 0.72%
Kmm Telecommunications TX$8.7M · 0.38%
Tubes, Inc. TX$8.4M · 0.34%
Hossley Holdings, Inc. TX$8.4M · 0.03%
Attebury Grain, LLC TX$8.4M · 0.72%
M & F Western Products TX$8.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751436764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.