Plan Ledger DOL Form 5500 · updated monthly

Universal Screen Arts, Inc.401(k)

UNIVERSAL SCREEN ARTS RETIREMENT SAVINGS PLAN · HUDSON, OH · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Universal Screen Arts, Inc. reported $22,918 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $568 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 0.39% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,449th-largest of 3,295 plans among Ohio employers on file, and the 1,647th of 5,215 in retail trade. In 2023, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 247 to 278 since 2022.

Plan summary
Net assets, end of year$17,737,102
Participants with balances219
Active participants278
Employer contributions$158,037
Employee contributions$352,582
Employer contribution per active participant$568
Average account balance$80,991
Benefits paid to participants$932,332
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$13.9M · 165 accts · $279K emplr
2023$17.7M · 219 accts · $158K emplr
2022$17.5M · 224 accts · $365K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,480
Investment management$8,438
Total administrative$22,918
The Universal Screen Arts, Inc. 401(k) match · 2023
Employer contribution per active participant$568
Median for plans this size$2,440
2024$25,372 per active participant
2023$568 per active participant
2022$1,477 per active participant

Universal Screen Arts, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,480
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$8,438

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

Administrative cost history4
2025Not separately reported
2024$68,158 · 0.43%
2023$22,918 · 0.13%
2022$67,891 · 0.39%
Same employer
Similar plansRetail Trade · Ohio
Sunnyside Automotive, Inc. OH$19.2M · 0.44%
Dorothy Lane Market, Inc OH$19.2M · 0.33%
Coughlin Chevrolet Inc. OH$18.9M · 0.68%
Fresh Encounter, Inc. OH$18.3M · 0.22%
Beechmont Investments, Inc. OH$17.5M · 0.84%
Riesbeck Food Markets Inc OH$17.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341406066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.