Employers › ULSE
Recordkeeping fees per participant · Ulse and Ulri Financial Security Plan · plan year 2024
$7.96
Higher than 8% of the 5,847 plans $50 to 250M that report it.
= $3,447 / 433
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013175932NAL0002550208001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013175932NAL0002550208001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$7.96
Higher than 5% of the 8,758 plans $50 to 250M that report it.
= $3,447 / 433
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013175932NAL0002550208001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013175932NAL0002550208001, received 2025-10-13
Administrative expenses per participant
$63.88
Higher than 21% of the 9,042 plans $50 to 250M that report it.
= $27,658 / 433
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013175932NAL0002550208001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013175932NAL0002550208001, received 2025-10-13
Administrative expenses as a share of assets
0.044%
Higher than 17% of the 9,049 plans $50 to 250M that report it.
= $27,658 / $63,516,115
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013175932NAL0002550208001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013175932NAL0002550208001, received 2025-10-13
Employer contributions per participant
$9,639
Higher than 93% of the 9,105 plans $50 to 250M that report it.
= $4,173,513 / 433
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013175932NAL0002550208001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013175932NAL0002550208001, received 2025-10-13
Employer share of total contributions
37.6%
Higher than 72% of the 9,112 plans $50 to 250M that report it.
= $4,173,513 / $11,113,443
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013175932NAL0002550208001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013175932NAL0002550208001, received 2025-10-13
3.4% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($63.88 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013175932NAL0002550208001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ULSE INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Plan name | ULSE AND ULRI FINANCIAL SECURITY PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Sponsor EIN / plan number | 30-1211139 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Sponsor location | EVANSTON, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Industry (business code) | 541380, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Participants, beginning of year | 390 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Active participants | 409 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Participants, end of year | 443 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Participants with an account balance | 433 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total assets, beginning of year | $51,683,320 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total assets, end of year | $63,516,115 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Net assets, end of year | $63,516,115 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total income | $19,218,209 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Net income | $11,614,587 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Employer contributions | $4,173,513 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Participant contributions | $4,943,011 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $1,996,919 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total contributions | $11,113,443 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Benefit payments | $7,575,770 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $7,603,622 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Total administrative expenses | $27,658 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Recordkeeping fees | $3,447 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Investment advisory and management fees | $24,211 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Administrative expenses excluding investment management | $3,447 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Held in master trusts | $2,143,371 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Held in common/collective trusts | $8,123,761 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Held in mutual funds | $52,005,940 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013175932NAL0002550208001, received 2025-10-13 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013175932NAL0002550208001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013175932NAL0002550208001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $18,434 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $4,103 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013175932NAL0002550208001, received 2025-10-13.
FIXED INCOME FUND (EIN 933893528, PN 001): plan interest $2,143,371, 2.2% of the trust. The trust's own filing (20251014184536NAL0003589377001, received 2025-10-14) reports net assets $95,532,890, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $51,683,320 | $63,516,115 | 22.9% |
| Participants with a balance | 354 | 433 | 22.3% |
| Administrative expenses | $21,434 | $27,658 | 29.0% |
| Recordkeeping fees per participant | $2.48 | $7.96 | 220.6% |
| Employer contributions | $2,579,414 | $4,173,513 | 61.8% |
Prior filing 20241014151915NAL0046553744001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: ULSE INC.; SEC registrant: ULSE Inc. (CIK 2000949, matched by EIN).