Plan Ledger DOL Form 5500 · updated monthly

Universal Engineering Sciences, LLC401(k)

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

Reported admin expense ratio · 2024
0.45%

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

Universal Engineering Sciences, LLC reported $608,891 in plan administrative expenses for 2024: 0.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,953 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 rose from 0.42% to 0.45%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 234th-largest of 3,644 plans among Florida employers on file, and the 1,029th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 2,242 to 3,690 since 2022.

Plan summary
Net assets, end of year$151,247,819
Participants with balances2,819
Active participants3,690
Employer contributions$7,205,632
Employee contributions$12,513,401
Employer contribution per active participant$1,953
Average account balance$53,653
Benefits paid to participants$21,950,434
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI AND CO. PSC
Plan history3
Yearassets · accounts · employer contribution
2024$151.2M · 2,819 accts · $7.2M emplr
2023$116.8M · 2,450 accts · $6.6M emplr
2022$77.9M · 2,004 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$608,891
Total administrative$608,891
The Universal Engineering Sciences, LLC 401(k) match · 2024
Employer contribution per active participant$1,953
Median for plans this size$3,635
2024$1,953 per active participant
2023$2,008 per active participant
2022$834 per active participant

Universal Engineering Sciences, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
STIFEL NICOLAUS & CO INC · Investment advisory (plan)$211,424
COMPASS360 · Contract administrator$158,042
EMPOWER ADVISORY GROUP, LLC · Investment management$55,167

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$608,891 · 0.45%
2023$502,024 · 0.52%
2022$241,286 · 0.42%
Similar plansProfessional & Technical Services · Florida
Shutts & Bowen LLP FL$169.1M · 0.05%
Ardurra Group, Inc. FL$155.6M · 0.14%
Investcloud, Inc. FL$152.4M · 0.04%
Newfold Digital, Inc. FL$148.0M · 0.26%
The Hackett Group, Inc. FL$143.7M · 0.17%
The Simplex Group, Inc. FL$141.4M · 0.75%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591117804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.