Plan Ledger DOL Form 5500 · updated monthly

Universal Power Group, Inc.401(k)

UNIVERSAL POWER GROUP, INC. 401(K) RETIREMENT PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Universal Power Group, Inc. reported $4,315 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $466 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 0.03% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,611th of 5,688), and 3,358th of 4,246 in wholesale trade. In 2024, employees put in $4.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,013,639
Participants with balances119
Active participants216
Employer contributions$100,737
Employee contributions$502,983
Employer contribution per active participant$466
Average account balance$58,938
Benefits paid to participants$1,222,427
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 119 accts · $101K emplr
2023$6.8M · 121 accts · $123K emplr
2022$6.2M · 126 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,625
Investment management$2,490
Total administrative$4,315
The Universal Power Group, Inc. 401(k) match · 2024
Employer contribution per active participant$466
Median for plans this size$1,313
2024$466 per active participant
2023$890 per active participant
2022$373 per active participant

Universal Power Group, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$2,353
NORTHWESTERN MUTUAL WEALTH MANAGEMEindirect comp
LPL FINANCIAL CORPORATIONindirect 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$4,315 · 0.06%
2023$3,339 · 0.05%
2022$2,111 · 0.03%
Similar plansWholesale Trade · Texas
Fabriclean Supply, Inc. TX$7.4M · 0.46%
Floydco, Inc. TX$7.3M · 0.49%
Petrosmith LLC TX$7.1M · 0.40%
Pgm of Texas, LLC TX$7.0M · 0.90%
Syndex Corporation TX$6.8M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751288690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.