Plan Ledger DOL Form 5500 · updated monthly

Upl NA Inc.401(k)

UPL NA INC. 401(K) PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Upl NA Inc. reported $104,647 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $10,348 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 0.01% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 215th-largest of 2,005 plans among North Carolina employers on file, and the 1,981st of 13,661 in manufacturing. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has shrunk from 477 to 412 since 2022.

Plan summary
Net assets, end of year$95,305,926
Participants with balances591
Active participants412
Employer contributions$4,263,378
Employee contributions$3,965,251
Employer contribution per active participant$10,348
Average account balance$161,262
Benefits paid to participants$15,366,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.3M · 591 accts · $4.3M emplr
2023$88.3M · 626 accts · $4.9M emplr
2022$75.7M · 622 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,147
Investment management$62,500
Total administrative$104,647
The Upl NA Inc. 401(k) match · 2024
Employer contribution per active participant$10,348
Median for plans this size$3,635
2024$10,348 per active participant
2023$11,013 per active participant
2022$9,786 per active participant

Upl NA Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
GRP FINANCIAL RE ROBERT J.B. KOTLER · Investment advisory (plan)$62,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,147

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$104,647 · 0.11%
2023$88,324 · 0.11%
2022$7,130 · 0.01%
Same employer
Similar plansManufacturing · North Carolina
Steelfab, Inc. NC$102.4M · 0.26%
Alcami Carolinas Corporation NC$102.3M · 0.21%
Loparex, LLC NC$97.9M
Hog Slat, Inc. NC$90.9M · 0.10%
McCreary Modern, Inc. NC$89.5M · 0.10%
Genpak LLC NC$86.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510377088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.