Plan Ledger DOL Form 5500 · updated monthly

Uponor North America, Inc.401(k)

UPONOR NORTH AMERICA RETIREMENT SAVINGS AND INVESTMENT PLAN · APPLE VALLEY, MN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Uponor North America, Inc. reported $104,724 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,322 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 0.19% 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 275th-largest of 1,918 plans among Minnesota employers on file, and the 1,899th of 13,661 in manufacturing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,836,316
Participants with balances1,140
Active participants894
Employer contributions$2,969,789
Employee contributions$6,155,110
Employer contribution per active participant$3,322
Average account balance$88,453
Benefits paid to participants$9,201,687
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$100.8M · 1,140 accts · $3.0M emplr
2023$89.3M · 1,075 accts · $2.6M emplr
2022$76.9M · 1,160 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,224
Investment management$44,500
Total administrative$104,724
The Uponor North America, Inc. 401(k) match · 2024
Employer contribution per active participant$3,322
Median for plans this size$3,635
2024$3,322 per active participant
2023$3,210 per active participant
2022$3,224 per active participant

Uponor North America, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
MILLIMAN, INC. · Recordkeeping · Loan processing$60,224
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$44,500
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$16
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect 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
2024Milliman
2023Milliman

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

Administrative cost history3
2024$104,724 · 0.11%
2023$118,967 · 0.14%
2022$158,309 · 0.19%
Similar plansManufacturing · Minnesota
Ergotron, Inc. MN$106.9M · 0.21%
Gemini, Incorporated MN$105.8M · 0.17%
The Walman Optical Company MN$105.2M · 0.25%
Team Industries, Inc. MN$102.3M · 0.21%
Nilfisk, Inc. MN$99.8M · 0.12%
Sunopta Foods Inc. MN$98.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363306746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.