Plan Ledger DOL Form 5500 · updated monthly

Uworld, LLC401(k)

UWORLD, LLC 401(K) PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Uworld, LLC reported $128,515 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,490 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 fell from 0.53% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,334th-largest of 5,688 plans among Texas employers on file, and the 1,140th of 3,091 in educational services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 379 to 453 since 2022.

Plan summary
Net assets, end of year$36,458,954
Participants with balances515
Active participants453
Employer contributions$2,034,058
Employee contributions$3,430,514
Employer contribution per active participant$4,490
Average account balance$70,794
Benefits paid to participants$2,324,898
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 515 accts · $2.0M emplr
2023$28.6M · 519 accts · $1.8M emplr
2022$20.7M · 506 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,703
Investment management$48,812
Total administrative$128,515
The Uworld, LLC 401(k) match · 2024
Employer contribution per active participant$4,490
Median for plans this size$2,416
2024$4,490 per active participant
2023$4,306 per active participant
2022$4,095 per active participant

Uworld, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
USI ADVISORS INC · Investment advisory (plan)$27,366
EMPOWER ADVISORY GROUP, LLC · Investment management$21,447

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$128,515 · 0.40%
2023$108,657 · 0.44%
2022$92,220 · 0.53%
Same employer
Similar plansEducational Services · Texas
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%
Texas Wesleyan University TX$38.5M · 0.15%
Saint Mary's Hall TX$38.2M · 0.06%
Parker University TX$31.8M · 0.27%
Betterup, Inc. TX$31.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450583822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.