Plan Ledger DOL Form 5500 · updated monthly

Usui International Corp401(k)

USUI 401(K) PLAN · SHARONVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Usui International Corp reported $119,085 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,088 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 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,111th-largest of 3,295 plans among Ohio employers on file, and the 5,074th of 13,661 in manufacturing. In 2024, employees put in $2.81 for every $1.00 the employer contributed; active participation has grown from 684 to 771 since 2022.

Plan summary
Net assets, end of year$25,325,005
Participants with balances816
Active participants771
Employer contributions$838,538
Employee contributions$2,360,298
Employer contribution per active participant$1,088
Average account balance$31,036
Benefits paid to participants$3,023,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 816 accts · $839K emplr
2023$22.3M · 747 accts · $857K emplr
2022$17.5M · 727 accts · $798K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,247
Investment management$33,838
Total administrative$119,085
The Usui International Corp 401(k) match · 2024
Employer contribution per active participant$1,088
Median for plans this size$2,416
2024$1,088 per active participant
2023$1,221 per active participant
2022$1,167 per active participant

Usui International Corp'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,247
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$30,818

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$119,085 · 0.50%
2023$101,188 · 0.51%
2022$96,730 · 0.52%
Same employer
Similar plansManufacturing · Ohio
Buckeye Ready-Mix, L.L.C. OH$25.8M · 0.22%
Westerman, Inc. OH$25.7M · 0.37%
Prime Conduit, Inc. OH$25.6M · 0.08%
Adb Safegate Americas, LLC OH$25.2M · 0.10%
Miller Products, Inc. OH$25.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382726508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.