401k Record

Employers › United Parcel Service

United Parcel Service 401(k)

Recordkeeping fees per participant · largest plan, The Teamster - UPS National 401(k) Tax Deferred Savings Plan · plan year 2024

$20.55

Higher than 25% of the 790 plans over $1B that report it.

Source

= $4,500,593 / 219,009
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015191430NAL0011172194004, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B 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 2025-10-15.

Largest plan, all six figures: The Teamster - UPS National 401(k) Tax Deferred Savings Plan

Recordkeeping fees per participantheadline

$20.55

10th: $6.72median $34.2890th: $56.58

Higher than 25% of the 790 plans over $1B that report it.

Source

= $4,500,593 / 219,009
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015191430NAL0011172194004, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15

Administrative expenses excluding investment management, per participant

$25.25

10th: $9.43median $44.4790th: $97.55

Higher than 22% of the 1,045 plans over $1B that report it.

Source

= $5,529,902 / 219,009
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015191430NAL0011172194004, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15

Administrative expenses per participant

$38.99

10th: $24.33median $70.0390th: $174.36

Higher than 20% of the 1,076 plans over $1B that report it.

Source

= $8,538,198 / 219,009
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015191430NAL0011172194004, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15

Administrative expenses as a share of assets

0.044%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 48% of the 1,076 plans over $1B that report it.

Source

= $8,538,198 / $19,309,174,243
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015191430NAL0011172194004, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015191430NAL0011172194004, received 2025-10-15

Employer contributions per participant

not reported

Not reported on this filing.

Employer share of total contributions

not reported

Not reported on this filing.

Plan terms, as stated in United Parcel Service, Inc.'s SEC filings

Plan terms are described in United Parcel Service, Inc.'s SEC filings: Form 11-K filed 2026-06-18 and Form 10-K filed 2026-02-17. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
The Teamster - UPS National 401(k) Tax Deferred Savings Plan$19,309,174,243219,009 $20.55 recordkeeping fees per participant2024
UPS 401(k) Savings Plan$14,192,071,511124,928 $24.92 recordkeeping fees per participant2024

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Sponsor name as filed: BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN; SEC registrant: UNITED PARCEL SERVICE INC (CIK 1090727, matched by 11-K plan title; display name from the Form 11-K cover).