Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Union Orthotics & Prosthetics
Union Orthotics & Prosthetics 401(k)
- Health care and social assistance
- Pittsburgh, PA
- EIN 25-1584030
- 1 plan with Schedule H financials
- Plan year 2024
- Union Orthotics & Prosthetics Co., LLC
Administrative expenses excluding investment management, per participant · Union Orthotics & Prosthetics Co 401(k) Plan · plan year 2024
$565.47
Higher than 99% of the 14,713 plans $1 to 10M that report it.
Source
= $75,773 / 134
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728101808NAL0001855201001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728101808NAL0001855201001, received 2025-07-28
Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-07-28.
Cost and contributions
Administrative expenses per participant
$565.47
Higher than 98% of the 15,210 plans $1 to 10M that report it.
Source
= $75,773 / 134
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728101808NAL0001855201001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728101808NAL0001855201001, received 2025-07-28
Administrative expenses as a share of assets
0.771%
Higher than 73% of the 15,243 plans $1 to 10M that report it.
Source
= $75,773 / $9,822,314
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728101808NAL0001855201001, received 2025-07-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728101808NAL0001855201001, received 2025-07-28
Employer contributions per participant
$1,105
Higher than 42% of the 13,342 plans $1 to 10M that report it.
Source
= $148,128 / 134
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728101808NAL0001855201001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728101808NAL0001855201001, received 2025-07-28
Employer share of total contributions
17.7%
Higher than 21% of the 13,370 plans $1 to 10M that report it.
Source
= $148,128 / $835,836
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728101808NAL0001855201001, received 2025-07-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728101808NAL0001855201001, received 2025-07-28
Plan terms, as stated in Union Orthotics & Prosthetics Co., LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250728101808NAL0001855201001, received 2025-07-28
Full record, Union Orthotics & Prosthetics Co 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNION ORTHOTICS & PROSTHETICS CO., LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Plan name | UNION ORTHOTICS & PROSTHETICS CO 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Sponsor EIN / plan number | 25-1584030 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Sponsor location | PITTSBURGH, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Industry (business code) | 621399, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Filing received | 2025-07-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Participants, beginning of year | 149 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Active participants | 120 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Participants, end of year | 140 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Participants with an account balance | 134 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total assets, beginning of year | $11,458,189 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total assets, end of year | $9,822,314 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Net assets, end of year | $9,822,314 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total income | $2,055,532 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Net income | $-1,635,875 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Employer contributions | $148,128 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Participant contributions | $405,344 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Other contributions (incl. rollovers) | $282,364 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total contributions | $835,836 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Benefit payments | $3,591,057 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total expenses (incl. benefit payments) | $3,691,407 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Total administrative expenses | $75,773 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Contract administrator fees | $75,252 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Administrative expenses excluding investment management | $75,773 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Held in mutual funds | $9,368,862 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250728101808NAL0001855201001, received 2025-07-28 |
| Independent auditor | RUZOMBERKA HOLLAND SMITH, INC. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250728101808NAL0001855201001, received 2025-07-28 |
Position = column in the DOL layout for form year 2024. Filing 20250728101808NAL0001855201001, received 2025-07-28.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $33,636 | yes |
| DEFINITI LLC | CONTRACT ADMIN | 13 Contract administrator | $13,569 | yes |
| RUZOMBERKA HOLLAND RENK SMITH INC | AUDITOR | 10 Accounting (including auditing) | $11,250 | no |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | OTHER | 99 Other fees | $2,146 | no |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | 28 Investment management | $1,761 | no |
| LPL FINANCIAL LLC | OTHER | 99 Other fees | $0 | yes |
| CETERA ADVISOR NETWORKS LLC | BROKER/ADVISOR | 55 Other commissions | $0 | 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 20250728101808NAL0001855201001, received 2025-07-28.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $11,458,189 | $9,822,314 | -14.3% |
| Participants with a balance | 138 | 134 | -2.9% |
| Administrative expenses | $68,165 | $75,773 | 11.2% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $220,144 | $148,128 | -32.7% |
Prior filing 20241015134033NAL0014739731006, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: UNION ORTHOTICS & PROSTHETICS CO., LLC; SEC registrant: Union Orthotics & Prosthetics Co., LLC (CIK 1828949, matched by EIN).