Plan Ledger DOL Form 5500 · updated monthly

Urban Engineering and Associates, Inc.401(k)

URBAN ENGINEERING & ASSOCIATES, INC 401(K) PLAN · ANNANDALE, VA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Urban Engineering and Associates, Inc. reported $49,796 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,991 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,274th of 2,266), and 7,032nd of 11,654 in professional & technical services. In 2024, employees put in $3.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,233,363
Participants with balances176
Active participants109
Employer contributions$217,047
Employee contributions$748,762
Employer contribution per active participant$1,991
Average account balance$75,190
Benefits paid to participants$1,118,460
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN, SONDBERG, WIMBISH & STONE,
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 176 accts · $217K emplr
2023$11.8M · 155 accts · $185K emplr
2022$10.4M · 147 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,232
Investment management$32,564
Total administrative$49,796
The Urban Engineering and Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$1,991
Median for plans this size$2,416
2024$1,991 per active participant
2023$1,813 per active participant
2022$1,660 per active participant

Urban Engineering and Associates, Inc.'s 2024 employer contribution ran below 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
ASCENSUS LLC · Recordkeeping$17,232
POTOMAC WEALTH MANAGEMENT · Investment advisory (plan)$32,564

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$49,796 · 0.40%
2023$46,103 · 0.42%
2022$47,360 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Virginia
Pangiam Holdings, LLC VA$13.3M · 0.57%
Lessard Design Inc. VA$13.3M · 0.24%
Widepoint Corporation VA$13.3M · 0.47%
Interimage, Inc. VA$13.2M · 0.66%
Bluesight, Inc. VA$13.2M · 0.36%
McChrystal Group LLC VA$13.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540976021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.