Retirement plan

UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: UEC HOLDINGS, INC. - UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: UEC HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, UEC HOLDINGS, INC.

UEC HOLDINGS, INC.EIN 83-2854715Plan #002PY 2023

4333 ROBARDS LANE - LOUISVILLE, KY 40218502-459-5242LinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$3.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

+56.5% from 2022

Total participants

+3.3% from 2022

Average account balance

$87,143

+51.3% from 2022

Annual return

50.46%

-1.90 pp from 2022

Benchmarks

See 4,117 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort4,117 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.83M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$832K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+38.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1385

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 codes2E2P3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$132K

$2028 / participant

Other / not subdivided$132K100.0%

% of EOY assets

1.662%

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

$87,143

$70,684+23.3%

$169,397-48.6%

$75,177+15.9%

Participation rate

96.9%

64.8%+32.1pp

77.2%+19.7pp

67.2%+29.7pp

Annual return

50.46%

36.38%+14.1pp

406.23%-355.8pp

160.75%-110.3pp

Employer contribution / active EE

$4,940

$2,211+123.4%

$4,013+23.1%

$2,671+84.9%

Participant deferral / active EE

$4,310-100.0%

$6,223-100.0%

$4,126-100.0%

Admin fee / account holder

$1,449

$5,404-73.2%

$9,017-83.9%

$5,651-74.4%

UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 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