Plan Ledger DOL Form 5500 · updated monthly

Universal Protection Service, LPProfit-sharing plan

PREVAILING MULTIPLE EMPLOYER PLAN · CONSHOHOCKEN, PA · plan year 2022

Reported admin expense ratio · 2022
1.58%

Universal Protection Service, LP reported $44,406 in plan administrative expenses for 2022: 1.58% of average plan assets, higher than ~90% of peers. 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 has held roughly steady near 1.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (3,276th of 3,651), and 1,858th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$2,411,313
Participants with balances224
Active participants238
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$10,765
Benefits paid to participants$429,459
Plan auditUnmodified (clean) audit opinion
AuditorDOEREN MAYHEW
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.3M · 200 accts
2022$2.4M · 224 accts
Administrative expenses, itemized · 2022
Investment management$20,318
Total administrative$44,406
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024SPECIALIZED PLAN ADMINISTRATORS
2023Pentegra, SPECIALIZED PLAN ADMINISTRATORS

This plan has changed recordkeepers within these filings. If you left Universal Protection Service, LP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$37,547 · 1.59%
2022$44,406 · 1.58%
Similar plansAdministrative & Support Services · Pennsylvania
Credit Management Company PA$2.8M · 0.82%
National Link, L.P. PA$2.2M · 0.71%
Allied Personnel Services PA$2.1M · 0.81%
Answernet, Inc. PA$2.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330973846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.