Plan Ledger DOL Form 5500 · updated monthly

Upc Holdings III Corp.401(k)

UNISYN PRECISION COMPONENTS RETIREMENT PLAN · WILLOUGHBY, OH · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Upc Holdings III Corp. reported $50,165 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,329 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 has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,734th of 3,295), and 7,695th of 13,661 in manufacturing. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,065,010
Participants with balances198
Active participants189
Employer contributions$629,191
Employee contributions$817,934
Employer contribution per active participant$3,329
Average account balance$65,985
Benefits paid to participants$2,230,070
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$13.1M · 198 accts · $629K emplr
2023$12.0M · 187 accts · $550K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,741
Investment management$23,424
Total administrative$50,165
The Upc Holdings III Corp. 401(k) match · 2024
Employer contribution per active participant$3,329
Median for plans this size$2,416
2024$3,329 per active participant
2023$2,777 per active participant

Upc Holdings III Corp.'s 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,741
MMA SECURITIES · Investment advisory (plan)$22,014

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$50,165 · 0.40%
2023$35,407 · 0.38%
Similar plansManufacturing · Ohio
Crawford United 401(K) Plan OH$13.1M · 0.60%
Fecon, LLC OH$13.0M · 0.00%
Cerco I, Inc. OH$12.8M · 0.16%
Veoneer Brake Systems LLC OH$12.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862331086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.