Plan Ledger DOL Form 5500 · updated monthly

Utica Enterprises, Inc.401(k)

UTICA ENTERPRISES, INC. 401(K) PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Utica Enterprises, Inc. reported $727 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

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 740th-largest of 2,619 plans among Michigan employers on file, and the 4,241st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$32,388,883
Participants with balances244
Active participants177
Employer contributions$0
Employee contributions$877,218
Employer contribution per active participant$0
Average account balance$132,741
Benefits paid to participants$3,715,990
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$727
Total administrative$727
The Utica Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Utica Enterprises, Inc.'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$727
MORGAN STANLEY SMITH BARNEYindirect comp

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

Administrative cost history1
2024$727 · 0.00%
Same employer
Similar plansManufacturing · Michigan
Thetford LLC MI$33.4M · 0.26%
Renk America LLC MI$33.3M · 0.26%
The Ideal Group, Inc. MI$33.1M · 0.39%
Applied Process, Inc. MI$32.9M · 0.29%
Prab, Inc. MI$31.8M · 0.06%
Detroit Forming, Inc. MI$31.3M · 0.28%
Iroquois Industries, Inc. MI$31.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382173097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.