Plan Ledger DOL Form 5500 · updated monthly

Ushg, LLC401(k)

USHG 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Ushg, LLC reported $146,482 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $481 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 0.52% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,069th-largest of 5,648 plans among New York employers on file, and the 221st of 2,240 in accommodation & food services. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,679,087
Participants with balances961
Active participants2,531
Employer contributions$1,217,070
Employee contributions$2,624,574
Employer contribution per active participant$481
Average account balance$28,802
Benefits paid to participants$5,325,482
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.7M · 961 accts · $1.2M emplr
2023$25.0M · 720 accts · $1.3M emplr
2022$17.6M · 594 accts · $502K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,467
Investment management$37,878
Audit (IQPA)$27,137
Total administrative$146,482
The Ushg, LLC 401(k) match · 2024
Employer contribution per active participant$481
Median for plans this size$2,416
2024$481 per active participant
2023$893 per active participant
2022$205 per active participant

Ushg, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$81,467
MMA SECURITIES · Investment advisory (plan)$37,878
GGG · Accounting / audit$27,137

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$146,482 · 0.56%
2023$132,726 · 0.62%
2022$100,705 · 0.52%
Same employer
Similar plansAccommodation & Food Services · New York
Ace Endico Corp. NY$40.4M · 0.29%
Smiley Brothers, Inc. NY$38.0M · 0.05%
Whitsons Food Service Corp. NY$29.0M · 0.04%
Eos Investors LLC NY$26.7M · 0.44%
Tao Group Operating, LLC NY$26.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133981536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.