Plan Ledger DOL Form 5500 · updated monthly

Upstaging, Inc.401(k)

UPSTAGING, INC. 401(K) SAVINGS PLAN · SYCAMORE, IL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Upstaging, Inc. reported $40,527 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,519 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 0.02% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,146th-largest of 3,702 plans among Illinois employers on file, and the 474th of 2,677 in transportation & warehousing. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 415 to 513 since 2022.

Plan summary
Net assets, end of year$37,063,317
Participants with balances314
Active participants513
Employer contributions$1,292,277
Employee contributions$2,615,410
Employer contribution per active participant$2,519
Average account balance$118,036
Benefits paid to participants$2,278,786
Plan auditUnmodified (clean) audit opinion
AuditorMILLER, COOPER & CO., LTD
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 314 accts · $1.3M emplr
2023$30.9M · 291 accts · $910K emplr
2022$24.8M · 252 accts · $815K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,025
Investment management$34,502
Total administrative$40,527
The Upstaging, Inc. 401(k) match · 2024
Employer contribution per active participant$2,519
Median for plans this size$2,416
2024$2,519 per active participant
2023$1,911 per active participant
2022$1,963 per active participant

Upstaging, Inc.'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
MILLER COOPER & CO.,LTD$34,502

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$40,527 · 0.12%
2023$4,780 · 0.02%
2022$3,998 · 0.02%
Same employer
Similar plansTransportation & Warehousing · Illinois
Beelman Truck Company IL$45.1M · 0.58%
Redwood Logistics, LLC IL$44.7M · 0.40%
Elliott Aviation, LLC. IL$39.2M · 0.35%
Fcs Industries, Inc. IL$37.0M · 0.14%
Export Packaging Co., Inc. IL$36.0M · 0.06%
United Facilities, Inc. IL$36.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362790019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.