Plan Ledger DOL Form 5500 · updated monthly

Utica Services, LLC401(k)

UTICA SERVICES, LLC 401(K) PLAN · UTICA, MI · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Utica Services, LLC reported $15,610 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,075 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 0.12% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (1,345th of 2,619), and 7,688th of 13,661 in manufacturing. In 2023, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,095,010
Participants with balances278
Active participants248
Employer contributions$266,603
Employee contributions$772,419
Employer contribution per active participant$1,075
Average account balance$47,104
Benefits paid to participants$1,015,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 215 accts · $326K emplr
2023$13.1M · 278 accts · $267K emplr
2022$11.3M · 272 accts · $252K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,610
Total administrative$15,610
The Utica Services, LLC 401(k) match · 2023
Employer contribution per active participant$1,075
Median for plans this size$2,440
2024$1,663 per active participant
2023$1,075 per active participant
2022$1,028 per active participant

Utica Services, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$56,691

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,248 · 0.13%
2023$15,610 · 0.13%
2022$14,924 · 0.12%
Same employer
Similar plansManufacturing · Michigan
Kent Quality Foods, Inc. MI$13.1M · 0.48%
Nustep LLC MI$13.0M · 0.56%
Visioneering, Inc. MI$12.9M · 0.44%
Motor City Stamping, Inc. MI$12.9M · 0.47%
Fleetwood Group, Inc. MI$12.9M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474790533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.