Plan Ledger DOL Form 5500 · updated monthly

Uptain Group, Inc.401(k)

THE UPTAIN GROUP 401(K) PLAN · HUNTSVILLE, AL · plan year 2022

Reported admin expense ratio · 2022
4.08%

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

Uptain Group, Inc. reported $29,779 in plan administrative expenses for 2022: 4.08% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,607 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Alabama (880th of 902), and 2,341st of 2,534 in administrative & support services. In 2022, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$521,733
Participants with balances166
Active participants95
Employer contributions$152,640
Employee contributions$165,259
Employer contribution per active participant$1,607
Average account balance$3,143
Benefits paid to participants$511,471
Plan auditUnmodified (clean) audit opinion
AuditorBMSS LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$522K · 166 accts · $153K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$29,779
Total administrative$29,779
The Uptain Group, Inc. 401(k) match · 2022
Employer contribution per active participant$1,607
Median for plans this size$331

Uptain Group, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$29,779 · 4.08%
Similar plansAdministrative & Support Services · Alabama
Tpg Telemanagement, Inc AL$800K · 2.22%
Cu Employment, Inc. AL$639K · 0.19%
Ask Telemarketing, Inc. AL$605K · 0.88%
Common C Services, LLC MI$526K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631142798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.