Plan Ledger DOL Form 5500 · updated monthly

Uretek USA, Inc.401(k)

URETEK USA INC EMPLOYEE SAVINGS & RETIREMENT PLAN · TOMBALL, TX · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Uretek USA, Inc. reported $31,555 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $3,258 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 0.32% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,401st of 5,688), and 3,397th of 5,337 in construction. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 173 to 121 since 2022.

Plan summary
Net assets, end of year$7,952,958
Participants with balances130
Active participants121
Employer contributions$394,167
Employee contributions$594,486
Employer contribution per active participant$3,258
Average account balance$61,177
Benefits paid to participants$1,169,392
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 130 accts · $394K emplr
2023$7.2M · 167 accts · $408K emplr
2022$6.6M · 161 accts · $419K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,555
Total administrative$31,555
The Uretek USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,258
Median for plans this size$1,313
2024$3,258 per active participant
2023$3,041 per active participant
2022$2,424 per active participant

Uretek USA, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CALDERWOOD FINANCIAL STRATEGIES INC · Investment advisory (plan)$21,666
COMPENSATION STRATEGIES GROUP, LTD. · Contract administrator$6,271
EMPOWER ADVISORY GROUP, LLC · Investment management$3,465

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$31,555 · 0.42%
2023$25,349 · 0.37%
2022$24,670 · 0.32%
Same employer
Similar plansConstruction · Texas
Csa Construction, Inc. TX$8.3M · 0.00%
Fabco, LLC TX$8.2M · 0.29%
Boyer, Inc. TX$8.2M · 0.26%
Big Four Companies, Inc. TX$7.9M · 0.67%
Cbs Mechanical, Inc. TX$7.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421329866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.