Employers › Universal Electronics
Recordkeeping fees per participant · Universal Electronics, Inc. 401(k) and Profit Sharing Plan · plan year 2024
$157.76
Higher than 91% of the 5,847 plans $50 to 250M that report it.
= $37,863 / 240
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905112853NAL0017151809001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905112853NAL0017151809001, received 2025-09-05
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 2025-09-05.
Administrative expenses excluding investment management, per participant
$157.76
Higher than 77% of the 8,758 plans $50 to 250M that report it.
= $37,863 / 240
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905112853NAL0017151809001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905112853NAL0017151809001, received 2025-09-05
Administrative expenses per participant
$430.56
Higher than 93% of the 9,042 plans $50 to 250M that report it.
= $103,335 / 240
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905112853NAL0017151809001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905112853NAL0017151809001, received 2025-09-05
Administrative expenses as a share of assets
0.152%
Higher than 56% of the 9,049 plans $50 to 250M that report it.
= $103,335 / $67,979,678
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905112853NAL0017151809001, received 2025-09-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905112853NAL0017151809001, received 2025-09-05
Employer contributions per participant
$4,426
Higher than 73% of the 9,105 plans $50 to 250M that report it.
= $1,062,127 / 240
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905112853NAL0017151809001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905112853NAL0017151809001, received 2025-09-05
Employer share of total contributions
28.1%
Higher than 45% of the 9,112 plans $50 to 250M that report it.
= $1,062,127 / $3,778,566
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905112853NAL0017151809001, received 2025-09-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905112853NAL0017151809001, received 2025-09-05
Employer match
“Between October 1, 2024 and October 3, 2025, we matched 25% of the participants' contributions up to 15% of their gross salary in the form of newly issued shares of our common stock.”
Form 10-K filed 2026-03-12, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250905112853NAL0017151809001, received 2025-09-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNIVERSAL ELECTRONICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Plan name | UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Sponsor EIN / plan number | 33-0204817 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Sponsor location | SCOTTSDALE, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Industry (business code) | 334310, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Filing received | 2025-09-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Participants, beginning of year | 297 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Active participants | 162 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Participants, end of year | 267 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Participants with an account balance | 240 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total assets, beginning of year | $61,709,373 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total assets, end of year | $67,979,678 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Net assets, end of year | $67,979,678 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total income | $12,285,230 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Net income | $6,270,305 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Employer contributions | $1,062,127 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Participant contributions | $2,716,439 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total contributions | $3,778,566 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Benefit payments | $5,911,590 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total expenses (incl. benefit payments) | $6,014,925 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Total administrative expenses | $103,335 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Recordkeeping fees | $37,863 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Investment advisory and management fees | $65,472 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Administrative expenses excluding investment management | $37,863 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Held in mutual funds | $56,976,074 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250905112853NAL0017151809001, received 2025-09-05 |
| Independent auditor | WRIGHT FORD YOUNG & CO | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250905112853NAL0017151809001, received 2025-09-05 |
Position = column in the DOL layout for form year 2024. Filing 20250905112853NAL0017151809001, received 2025-09-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SHUSTER ADVISORY GROUP LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $41,998 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $37,863 | yes |
| UNIVERSAL ELECTRONICS INC | OTHER | 99 Other fees | $14,575 | no |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $8,898 | no |
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 20250905112853NAL0017151809001, received 2025-09-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $61,709,373 | $67,979,678 | 10.2% |
| Participants with a balance | 260 | 240 | -7.7% |
| Administrative expenses | $113,370 | $103,335 | -8.9% |
| Recordkeeping fees per participant | $197.18 | $157.76 | -20.0% |
| Employer contributions | $1,294,169 | $1,062,127 | -17.9% |
Prior filing 20241010161242NAL0041491986001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: UNIVERSAL ELECTRONICS, INC.; SEC registrant: UNIVERSAL ELECTRONICS INC (CIK 101984, matched by EIN; display name from the Form 10-K cover).