Plan Ledger DOL Form 5500 · updated monthly

University Research Co., LLC401(k)

UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN · CHEVY CHASE, MD · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

University Research Co., LLC reported $127,371 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $4,626 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 0.26% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 348th-largest of 1,671 plans among Maryland employers on file, and the 2,920th of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 123 to 151 since 2022.

Plan summary
Net assets, end of year$46,561,330
Participants with balances396
Active participants151
Employer contributions$698,461
Employee contributions$1,370,573
Employer contribution per active participant$4,626
Average account balance$117,579
Benefits paid to participants$2,069,500
Plan auditDisclaimer of opinion
AuditorRUBINO AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$46.6M · 396 accts · $698K emplr
2023$40.1M · 346 accts · $855K emplr
2022$35.9M · 381 accts · $839K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,268
Investment management$83,103
Audit (IQPA)$24,000
Total administrative$127,371
The University Research Co., LLC 401(k) match · 2024
Employer contribution per active participant$4,626
Median for plans this size$2,416
2024$4,626 per active participant
2023$8,636 per active participant
2022$6,824 per active participant

University Research Co., LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
THE LUTS AND GREENLEIGH GROUP · Investment advisory (plan)$83,103
RUBINO & MCGEEHIN, CHARTERED · Accounting / audit$24,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,268

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$127,371 · 0.29%
2023$88,850 · 0.23%
2022$106,041 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Maryland
Aem Commercial, Inc. MD$47.3M · 0.20%
Eagle Systems, Inc. MD$44.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520939806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.