Plan Ledger DOL Form 5500 · updated monthly

Urc, LLC401(k)

UNO RESTAURANT CORPORATION 401(K) SAVINGS PLAN · NORWOOD, MA · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Urc, LLC reported $58,011 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $20 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 1 year on file its reported administrative ratio fell from 0.33% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,148th-largest of 2,726 plans among Massachusetts employers on file, and the 251st of 2,240 in accommodation & food services. In 2023, employees put in $55.66 for every $1.00 the employer contributed; active participation has shrunk from 1,275 to 501 since 2022.

Plan summary
Net assets, end of year$24,290,652
Participants with balances405
Active participants501
Employer contributions$10,181
Employee contributions$566,624
Employer contribution per active participant$20
Average account balance$59,977
Benefits paid to participants$3,852,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $6K emplr
2023$24.3M · 405 accts · $10K emplr
2022$23.3M · 454 accts · $12K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,522
Investment management$42,489
Total administrative$58,011
The Urc, LLC 401(k) match · 2023
Employer contribution per active participant$20
Median for plans this size$2,440
2023$20 per active participant
2022$10 per active participant

Urc, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LION STREET ADVISORS LLC · Investment advisory (plan)$42,489
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,522

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

Administrative cost history3
2024Not separately reported
2023$58,011 · 0.24%
2022$90,074 · 0.33%
Similar plansAccommodation & Food Services · Massachusetts
World Travel Holdings, Inc. MA$77.4M · 0.09%
Ezcater, Inc. MA$48.1M · 0.04%
Ngp Management, LLC MA$21.1M · 0.61%
Odysseys Unlimited, Inc. MA$16.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042953702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.