Plan Ledger DOL Form 5500 · updated monthly

Universal Dynamics, Inc.401(k)

UNA-DYN 401(K) PLAN · FREDERICKSBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Universal Dynamics, Inc. reported $45,098 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,908 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 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Virginia (1,491st of 2,266), and 8,986th of 13,661 in manufacturing. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,569,677
Participants with balances134
Active participants105
Employer contributions$200,385
Employee contributions$650,987
Employer contribution per active participant$1,908
Average account balance$71,416
Benefits paid to participants$1,536,507
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 134 accts · $200K emplr
2023$9.2M · 138 accts · $207K emplr
2022$7.4M · 139 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,502
Investment management$23,596
Total administrative$45,098
The Universal Dynamics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,908
Median for plans this size$1,313
2024$1,908 per active participant
2023$2,066 per active participant
2022$1,832 per active participant

Universal Dynamics, Inc.'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 · 20243
CAPFINANCIAL PARTNERS, LLC · Recordkeeping · Trustee$23,596
ADP, INC. · Loan processing · Recordkeeping$21,503
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CAPFINANCIAL PARTNERS, LLC
2023ADP, CAPFINANCIAL PARTNERS, LLC

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

Administrative cost history3
2024$45,098 · 0.48%
2023$40,871 · 0.49%
2022$37,546 · 0.47%
Similar plansManufacturing · Virginia
Artisan Packaging, LLC VA$10.0M · 0.41%
Salem Stone Corporation VA$9.4M · 0.59%
Montebello Packaging VA$9.2M · 0.41%
Zeller+Gmelin Corporation VA$8.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540640047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.