Plan Ledger DOL Form 5500 · updated monthly

Uniworld Group, Inc.401(k)

UNIWORLD GROUP, INC. SAVINGS AND INVESTMENT PLAN · BROOKLYN, NY · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Uniworld Group, Inc. reported $35,913 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,578 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 0.45% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,809th of 5,648), and 8,420th of 11,654 in professional & technical services. In 2023, employees put in $6.17 for every $1.00 the employer contributed; active participation has shrunk from 100 to 83 since 2022.

Plan summary
Net assets, end of year$8,688,206
Participants with balances130
Active participants83
Employer contributions$131,007
Employee contributions$808,857
Employer contribution per active participant$1,578
Average account balance$66,832
Benefits paid to participants$885,572
Plan auditUnmodified (clean) audit opinion
AuditorANCHIN BLOCK & ANCHIN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 106 accts · $109K emplr
2023$8.7M · 130 accts · $131K emplr
2022$7.4M · 137 accts · $106K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,757
Investment management$18,156
Total administrative$35,913
The Uniworld Group, Inc. 401(k) match · 2023
Employer contribution per active participant$1,578
Median for plans this size$1,308
2024$1,627 per active participant
2023$1,578 per active participant
2022$1,061 per active participant

Uniworld Group, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$18,154
ADP, INC. · Loan processing · Recordkeeping$17,757
ADP BROKER-DEALERindirect 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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$31,251 · 0.36%
2023$35,913 · 0.45%
2022$34,654 · 0.45%
Similar plansProfessional & Technical Services · New York
Quartile, LLC NY$8.8M · 0.46%
Greenslate LLC NY$8.8M · 0.64%
Andela, Inc. NY$8.7M · 0.01%
Medthink, LLC NY$8.7M · 0.52%
Hireart Inc. NY$8.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132643304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.