Plan Ledger DOL Form 5500 · updated monthly

Utah Paper Box Company401(k)

UTAH PAPER BOX COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Utah Paper Box Company reported $28,841 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,113 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 has held roughly steady near 0.19%. 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 357th-largest of 848 plans among Utah employers on file, and 6,879th of 13,661 in manufacturing. In 2024, employees put in $3.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,745,860
Participants with balances187
Active participants175
Employer contributions$194,770
Employee contributions$603,753
Employer contribution per active participant$1,113
Average account balance$84,202
Benefits paid to participants$1,270,095
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$0 · $125K emplr
2024$15.7M · 187 accts · $195K emplr
2023$14.7M · 208 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,841
Total administrative$28,841
The Utah Paper Box Company 401(k) match · 2024
Employer contribution per active participant$1,113
Median for plans this size$2,416
2024$1,113 per active participant
2023$1,125 per active participant

Utah Paper Box Company'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$28,840
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2025Not separately reported
2024$28,841 · 0.19%
2023$28,483 · 0.20%
Same employer
Similar plansManufacturing · Utah
Modere, Inc. UT$16.7M · 0.49%
Jd Machine, Inc. UT$16.5M · 0.56%
Wilson Electronics, LLC UT$14.9M · 0.15%
Storm Products, Inc. UT$14.0M · 0.58%
Atl Technology LLC UT$13.9M · 0.38%
Civica, Inc. UT$13.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870188340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.