Plan Ledger DOL Form 5500 · updated monthly

Unix Packaging LLC401(k)

UNIX PACKAGING LLC 401(K) PROFIT SHARING PLAN & TRUST · MONTEBELLO, CA · plan year 2024

Reported admin expense ratio · 2024
3.29%

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

Unix Packaging LLC reported $23,403 in plan administrative expenses for 2024: 3.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $168 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 6.10% to 3.29%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,870th of 9,483), and 11,270th of 11,654 in professional & technical services. In 2024, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$924,868
Participants with balances226
Active participants416
Employer contributions$69,718
Employee contributions$280,875
Employer contribution per active participant$168
Average account balance$4,092
Benefits paid to participants$98,126
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS LLP
Plan history2
Yearassets · accounts · employer contribution
2024$925K · 226 accts · $70K emplr
2022$130K · 25 accts · $17K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,051
Investment management$2,492
Trustee / custodial$860
Total administrative$23,403
The Unix Packaging LLC 401(k) match · 2024
Employer contribution per active participant$168
Median for plans this size$540
2024$168 per active participant
2022$52 per active participant

Unix Packaging LLC's 2024 employer contribution ran below the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$7,167
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$7,080

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

Administrative cost history2
2024$23,403 · 3.29%
2022$6,163 · 6.10%
Same employer
Similar plansProfessional & Technical Services · California
Starwest Botanicals, LLC CA$1.0M · 1.71%
Fleetlogix Inc. CA$937K · 0.49%
Tellus Solutions Inc CA$898K · 1.12%
Ethika Inc CA$887K · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272861780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.