Plan Ledger DOL Form 5500 · updated monthly

Universal Distribution LLC401(k)

UNIVERSAL DISTRIBUTION LLC 401(K) PLAN · RED LION, PA · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Universal Distribution LLC reported $74 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,437th of 3,651), and 3,096th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,714,362
Participants with balances116
Active participants207
Employer contributions$0
Employee contributions$94,750
Employer contribution per active participant$0
Average account balance$75,124
Benefits paid to participants$8,318
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$40
Investment management$34
Total administrative$74
The Universal Distribution LLC 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$1,464

Universal Distribution LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JPMORGAN INVEST HOLDINGS LLC$40
HARBOR INVESTMENT ADVISORY LLC · Investment advisory (plan)$34

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

Administrative cost history1
2025$74 · 0.00%
Similar plansWholesale Trade · Pennsylvania
Capp, Inc PA$8.8M · 0.37%
Illuminations Inc PA$8.5M · 1.29%
R.J. Walker Co., Inc PA$8.3M · 0.08%
Arley Wholesale, Inc. PA$8.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 332995782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.