Plan Ledger DOL Form 5500 · updated monthly

Universal Nutrition401(k)

EMPLOYEE BENEFIT PLAN OF UNIVERSAL NUTRITION · NEW BRUNSWICK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Universal Nutrition reported $8,182 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,201 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 fell from 0.07% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,160th-largest of 2,419 plans among New Jersey employers on file, and 2,169th of 4,246 in wholesale trade. In 2024, employees put in $3.79 for every $1.00 the employer contributed; active participation has shrunk from 190 to 166 since 2022.

Plan summary
Net assets, end of year$16,931,547
Participants with balances137
Active participants166
Employer contributions$199,426
Employee contributions$756,467
Employer contribution per active participant$1,201
Average account balance$123,588
Benefits paid to participants$225,333
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, MARTZ & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 137 accts · $199K emplr
2023$14.2M · 129 accts · $171K emplr
2022$11.7M · 129 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,870
Investment management$3,312
Total administrative$8,182
The Universal Nutrition 401(k) match · 2024
Employer contribution per active participant$1,201
Median for plans this size$2,416
2024$1,201 per active participant
2023$866 per active participant
2022$994 per active participant

Universal Nutrition's 2024 employer contribution ran below the $2,416 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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$8,245

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$8,182 · 0.05%
2023$8,524 · 0.07%
2022$9,549 · 0.07%
Same employer
Similar plansWholesale Trade · New Jersey
Fortune Metal Group Inc. NJ$17.5M · 0.37%
Mastercool, Inc. NJ$17.3M · 0.40%
Extech Operating LLC NJ$17.2M · 0.03%
Mhs Lift Holdings Inc. NJ$16.9M · 0.04%
Huahai US Inc NJ$16.9M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222302481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.