Plan Ledger DOL Form 5500 · updated monthly

Uttermost Company401(k)

THE UTTERMOST COMPANY PROFIT SHARING PLAN · ROCKY MOUNT, VA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Uttermost Company reported $9,339 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,880 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 0.04% to 0.07%. 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 among the smaller plans on file in Virginia (1,218th of 2,266), and 7,234th of 13,661 in manufacturing. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 179 to 207 since 2022.

Plan summary
Net assets, end of year$14,531,459
Participants with balances219
Active participants207
Employer contributions$389,243
Employee contributions$733,708
Employer contribution per active participant$1,880
Average account balance$66,354
Benefits paid to participants$1,873,932
Plan auditUnmodified (clean) audit opinion
AuditorSPENCER, HAGER AND MOSDELL PC
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 219 accts · $389K emplr
2023$13.2M · 255 accts · $353K emplr
2022$11.0M · 228 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,550
Investment management$2,339
Total administrative$9,339
The Uttermost Company 401(k) match · 2024
Employer contribution per active participant$1,880
Median for plans this size$2,416
2024$1,880 per active participant
2023$1,618 per active participant
2022$1,369 per active participant

Uttermost Company's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241

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$9,339 · 0.07%
2023$6,891 · 0.06%
2022$4,987 · 0.04%
Same employer
Similar plansManufacturing · Virginia
Dynex Technologies, Inc. VA$14.9M · 0.16%
Progress Printing Company VA$14.0M · 0.05%
Arban & Carosi, Inc. VA$13.7M · 0.51%
Keltech, Inc. VA$13.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541023188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.