Plan Ledger DOL Form 5500 · updated monthly

Uovo Management LLC and Storage Deluxe Management LLC401(k)

UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401 (K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

Uovo Management LLC and Storage Deluxe Management LLC reported $108,874 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,305 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 0.95% to 1.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (3,458th of 5,648), and the 1,041st of 2,096 in real estate & leasing. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 258 to 297 since 2022.

Plan summary
Net assets, end of year$11,148,544
Participants with balances376
Active participants297
Employer contributions$684,505
Employee contributions$1,520,783
Employer contribution per active participant$2,305
Average account balance$29,650
Benefits paid to participants$453,961
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 376 accts · $685K emplr
2023$7.9M · 356 accts · $673K emplr
2022$4.7M · 303 accts · $492K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,800
Investment management$36,074
Total administrative$108,874
The Uovo Management LLC and Storage Deluxe Management LLC 401(k) match · 2024
Employer contribution per active participant$2,305
Median for plans this size$1,313
2024$2,305 per active participant
2023$2,305 per active participant
2022$1,906 per active participant

Uovo Management LLC and Storage Deluxe Management LLC's 2024 employer contribution ran above the $1,313 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
J P MORGAN BROKER-DEALER HOLDINGS · Investment advisory (plan)$23,408
EMPOWER ADVISORY GROUP, LLC · Investment management$12,666

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$108,874 · 1.15%
2023$55,741 · 0.89%
2022$36,758 · 0.95%
Same employer
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Relo Redac, Inc. NY$11.7M · 0.96%
Aion Management, LLC NY$11.3M · 1.10%
Orchard Technologies, Inc NY$11.3M · 0.46%
Extell Development Company NY$11.1M · 0.22%
Akam Living Services, Inc. NY$10.6M · 0.69%
Rochester Management, Inc. NY$10.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522268553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.