Plan Ledger DOL Form 5500 · updated monthly

Universal Rehab & Fitness Inst401(k)

UNIVERSAL INSTITUTE 401(K) PLAN · LIVINGSTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.29%

Universal Rehab & Fitness Inst reported $22,525 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. 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 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,609th of 2,419), and 6,204th of 11,911 in health care & social assistance. active participation has grown from 428 to 669 since 2022.

Plan summary
Net assets, end of year$8,617,617
Participants with balances282
Active participants669
Employer contributions—
Employee contributions$1,097,422
Employer contribution per active participant—
Average account balance$30,559
Benefits paid to participants$516,060
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 282 accts
2023$7.1M · 257 accts
2022$5.6M · 247 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,525
Total administrative$22,525
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
OPPENHEIMER & CO. INC. · Recordkeeping · Trustee$18,367
ADP, INC. · Recordkeeping$4,158
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, OPPENHEIMER & CO. INC.
2023OPPENHEIMER & CO. INC.

This plan has changed recordkeepers within these filings. If you left Universal Rehab & Fitness Inst 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
2024$22,525 · 0.29%
2023$14,859 · 0.23%
2022$16,809 · 0.30%
Similar plansHealth Care & Social Assistance · New Jersey
The Arc of Monmouth, Inc. NJ$8.7M · 0.02%
Heath Village NJ$8.6M · 0.55%
The Arc/Mercer, Inc. NJ$8.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223026173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.