Plan Ledger DOL Form 5500 · updated monthly

Uv Logistics, LLC dba United Vision Logistics401(k)

UNITED VISION LOGISTICS 401(K) PLAN · LAFAYETTE, LA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Uv Logistics, LLC dba United Vision Logistics reported $31,531 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,739 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 0.17% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Louisiana (466th of 884), and the 1,228th of 2,677 in transportation & warehousing. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 146 to 163 since 2022.

Plan summary
Net assets, end of year$8,933,132
Participants with balances149
Active participants163
Employer contributions$283,408
Employee contributions$718,697
Employer contribution per active participant$1,739
Average account balance$59,954
Benefits paid to participants$1,799,666
Plan auditUnmodified (clean) audit opinion
AuditorERICKSEN KRENTEL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 149 accts · $283K emplr
2023$8.8M · 144 accts · $169K emplr
2022$7.9M · 148 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,883
Investment management$18,612
Audit (IQPA)$5,036
Total administrative$31,531
The Uv Logistics, LLC dba United Vision Logistics 401(k) match · 2024
Employer contribution per active participant$1,739
Median for plans this size$1,313
2024$1,739 per active participant
2023$1,121 per active participant
2022$810 per active participant

Uv Logistics, LLC dba United Vision Logistics's 2024 employer contribution ran above the $1,313 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 · 20243
HIGHTOWER SECURITIES LLC · Investment advisory (plan)$18,084
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,883
DARNALL SIKES & FREDERICK · Accounting / auditindirect 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
2024$31,531 · 0.35%
2023$16,665 · 0.20%
2022$15,292 · 0.17%
Similar plansTransportation & Warehousing · Louisiana
Accutrans, LLC LA$15.9M · 0.68%
Odyssea Marine, Inc LA$9.1M · 0.79%
Citadel Completions LLC LA$7.3M · 0.17%
D & S Marine Service, LLC LA$7.1M · 0.47%
Chem Carriers, LLC LA$6.7M · 0.40%
L&B Holdings, L.L.C. LA$6.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261727767 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.