Plan Ledger DOL Form 5500 · updated monthly

Universal Pure Holdings, LLC401(k)

UNIVERSAL PURE 401(K) PLAN · VILLA RICA, GA · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Universal Pure Holdings, LLC reported $53,120 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $285 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 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,496th of 2,160), and 1,451st of 2,677 in transportation & warehousing. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 573 to 1,032 since 2022.

Plan summary
Net assets, end of year$6,523,235
Participants with balances162
Active participants1,032
Employer contributions$294,346
Employee contributions$619,978
Employer contribution per active participant$285
Average account balance$40,267
Benefits paid to participants$1,479,490
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 162 accts · $294K emplr
2023$5.6M · 167 accts · $324K emplr
2022$3.7M · 126 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,937
Investment management$20,507
Total administrative$53,120
The Universal Pure Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$285
Median for plans this size$1,313
2024$285 per active participant
2023$264 per active participant
2022$434 per active participant

Universal Pure Holdings, LLC'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
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$32,613
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$20,507
CHARLES SCHWAB TRUST BANK · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024$53,120 · 0.88%
2023$47,326 · 1.02%
2022$36,270 · 0.91%
Same employer
Similar plansTransportation & Warehousing · Georgia
Stord GA$7.1M · 0.11%
Trucks, Inc. GA$6.9M · 0.51%
Volato, Inc. GA$6.1M · 1.07%
Taylor Transport, Inc. GA$4.9M · 1.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 800871967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.