Plan Ledger DOL Form 5500 · updated monthly

Universal Logistics Holding, Inc.401(k)

UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN · WARREN, MI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Universal Logistics Holding, Inc. reported $19,509 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26 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 0.02% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 467th-largest of 2,619 plans among Michigan employers on file, and the 261st of 786 in management of companies. In 2024, employees put in $48.82 for every $1.00 the employer contributed; active participation has grown from 2,689 to 3,565 since 2022.

Plan summary
Net assets, end of year$57,758,522
Participants with balances1,403
Active participants3,565
Employer contributions$94,389
Employee contributions$4,608,172
Employer contribution per active participant$26
Average account balance$41,168
Benefits paid to participants$9,198,945
Plan auditUnmodified (clean) audit opinion
AuditorMRPR GROUP P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$57.8M · 1,403 accts · $94K emplr
2023$53.0M · 1,393 accts · $100K emplr
2022$46.2M · 1,344 accts · $107K emplr
The Universal Logistics Holding, Inc. 401(k) match · 2024
Employer contribution per active participant$26
Median for plans this size$3,635
2024$26 per active participant
2023$34 per active participant
2022$40 per active participant

Universal Logistics Holding, Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,869
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,640

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$19,509 · 0.04%
2023$16,218 · 0.03%
2022$12,040 · 0.02%
Similar plansManagement of Companies · Michigan
Jsj Corporation MI$128.2M · 0.26%
Central Transport, LLC MI$94.4M · 0.03%
Centra, Inc MI$82.3M · 0.04%
Soave Enterprises, LLC MI$81.6M · 0.35%
Rdv Corporation MI$40.7M · 0.24%
Esi-Us Holdings, Inc. MI$34.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383640097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.