Plan Ledger DOL Form 5500 · updated monthly

Uptime Institute Professional Services LLC401(k)

UPTIME INSTITUTE PROFESSIONAL SERVICES LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.34%

Uptime Institute Professional Services LLC reported $38,555 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. 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 0.31% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in New York (3,316th of 5,648), and 1,374th of 2,199 in information & media. active participation has grown from 55 to 68 since 2022.

Plan summary
Net assets, end of year$12,073,238
Participants with balances129
Active participants68
Employer contributions—
Employee contributions$627,040
Employer contribution per active participant—
Average account balance$93,591
Benefits paid to participants$999,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 129 accts
2023$10.4M · 129 accts
2022$9.6M · 131 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,558
Investment management$19,997
Total administrative$38,555
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 · 20243
WELLS FARGO ADVISORS · Investment advisory (plan)$20,000
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,558
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$38,555 · 0.34%
2023$37,040 · 0.37%
2022$34,913 · 0.31%
Similar plansInformation & Media · New York
Bertelsmann Inc. NY$12.2M · 0.14%
Soundcloud, Inc. NY$11.3M · 0.51%
Sermo, Inc. NY$11.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223700489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.