Plan Ledger DOL Form 5500 · updated monthly

Universal Weather and Aviation, LLC401(k)

UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Universal Weather and Aviation, LLC reported $134,070 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,140 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 fell from 0.17% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 612th-largest of 5,688 plans among Texas employers on file, and the 297th of 2,199 in information & media. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 885 to 994 since 2022.

Plan summary
Net assets, end of year$108,530,726
Participants with balances1,215
Active participants994
Employer contributions$3,120,924
Employee contributions$4,731,396
Employer contribution per active participant$3,140
Average account balance$89,326
Benefits paid to participants$19,162,118
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$108.5M · 1,215 accts · $3.1M emplr
2023$100.3M · 1,219 accts · $2.9M emplr
2022$82.0M · 1,191 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,389
Investment management$66,321
Audit (IQPA)$18,360
Total administrative$134,070
The Universal Weather and Aviation, LLC 401(k) match · 2024
Employer contribution per active participant$3,140
Median for plans this size$3,635
2024$3,140 per active participant
2023$3,083 per active participant
2022$2,344 per active participant

Universal Weather and Aviation, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$66,321
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$55,305
HAM, LANGSTON & BREZINA, LLP · Accounting / audit$18,360

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$134,070 · 0.13%
2023$153,777 · 0.17%
2022$157,610 · 0.17%
Same employer
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Securus Technologies, LLC TX$125.0M · 0.09%
Enverus, Inc. TX$112.8M · 0.14%
Avantax, Inc. TX$110.9M · 0.12%
Isn Software Corporation TX$96.5M · 0.08%
Aviat U.S., Inc. TX$85.9M · 0.03%
U.S. Telepacific Corp. TX$85.9M · 0.07%
Phoenix Infrastructure LLC TX$84.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751039736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.