Retirement plan

UNITED STRUCTURAL DESIGN 401(K) PROFIT SHARING PLAN

Name: UNITED STRUCTURAL DESIGN, LLC - UNITED STRUCTURAL DESIGN 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: UNITED STRUCTURAL DESIGN, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED STRUCTURAL DESIGN 401(K) PROFIT SHARING PLAN, UNITED STRUCTURAL DESIGN, LLC

UNITED STRUCTURAL DESIGN, LLCEIN 46-4305607Plan #001PY 2025

2058 S. DOBSON ROAD, STE. 10 - MESA, AZ 85202480-454-6408unitedstr.comLinkedIn11-50 employeescivil engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+47.9% from 2024

Total participants

+11.1% from 2024

Average account balance

$67,823

+26.0% from 2024

Annual return

22.81%

+3.06 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$68K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

108.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$348K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1397

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$38K

$1509 / participant

Other / not subdivided$38K100.0%

% of EOY assets

2.060%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,823

$93,345-27.3%

$119,126-43.1%

$87,485-22.5%

Participation rate

88.0%

68.7%+19.3pp

75.8%+12.2pp

68.9%+19.1pp

Annual return

22.81%

19.08%+3.7pp

282.11%-259.3pp

26.06%-3.2pp

Employer contribution / active EE

$3,094

$3,172-2.5%

$4,034-23.3%

$2,596+19.2%

Participant deferral / active EE

$10,829

$4,099+164.2%

$5,318+103.6%

$4,274+153.4%

Admin fee / account holder

$1,397

$8,039-82.6%

$10,693-86.9%

$7,775-82.0%

UNITED STRUCTURAL DESIGN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED STRUCTURAL DESIGN 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion