Plan Ledger DOL Form 5500 · updated monthly

Universal Instruments Corporation401(k)

CBA RETIREMENT SAVINGS PLAN · CONKLIN, NY · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Universal Instruments Corporation reported $130,115 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $871 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 0.101%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 692nd-largest of 5,648 plans among New York employers on file, and the 1,678th of 13,661 in manufacturing. In 2023, employees put in $6.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,983,683
Participants with balances387
Active participants323
Employer contributions$281,324
Employee contributions$1,822,394
Employer contribution per active participant$871
Average account balance$304,867
Benefits paid to participants$15,418,660
Plan auditUnmodified (clean) audit opinion
AuditorPIAKER & LYONS PC
Plan history3
Yearassets · accounts · employer contribution
2024$116.3M · 367 accts · $236K emplr
2023$118.0M · 387 accts · $281K emplr
2022$113.3M · 399 accts · $270K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$130,115
Total administrative$130,115
The Universal Instruments Corporation 401(k) match · 2023
Employer contribution per active participant$871
Median for plans this size$3,659
2024$783 per active participant
2023$871 per active participant
2022$814 per active participant

Universal Instruments Corporation's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$131,614
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$117,808 · 0.10%
2023$130,115 · 0.11%
2022$130,921 · 0.10%
Similar plansManufacturing · New York
Ampacet Corporation NY$122.6M · 0.08%
Roivant Sciences, Inc. NY$115.4M · 0.24%
Alvogen Group, Inc. NY$105.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161406305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.