Retirement plan

UNIVERSAL CONTROL SYSTEMS INC. 401K PLAN

Name: UNIVERSAL CONTROL SYSTEMS - UNIVERSAL CONTROL SYSTEMS INC. 401K PLAN (2025) Form 5500
Creator: UNIVERSAL CONTROL SYSTEMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL CONTROL SYSTEMS INC. 401K PLAN, UNIVERSAL CONTROL SYSTEMS

UNIVERSAL CONTROL SYSTEMSEIN 86-0773276Plan #001PY 2025

P. O. BOX 42508 - PHOENIX, AZ 85080602-882-6140universalcontrol.comLinkedIn1-10 employeesindustrial automation

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$670K

+2.1% from 2024

Total participants

0.0% from 2024

Average account balance

$95,663

+2.1% from 2024

Annual return

12.32%

-13.28 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$670K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17844

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 codes2J

Plan features

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.

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

$125K

$17844 / participant

Other / not subdivided$125K100.0%

% of EOY assets

18.653%

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

$95,663

$129,737-26.3%

$119,126-19.7%

$154,746-38.2%

Participation rate

100.0%

78.9%+21.1pp

75.8%+24.2pp

80.7%+19.3pp

Annual return

12.32%

379.08%-366.8pp

282.11%-269.8pp

172.34%-160.0pp

Employer contribution / active EE

$1,403

$4,375-67.9%

$4,034-65.2%

$4,379-68.0%

Participant deferral / active EE

$6,822

$5,842+16.8%

$5,318+28.3%

$6,730+1.4%

Admin fee / account holder

$17,844

$11,961+49.2%

$10,693+66.9%

$14,365+24.2%

UNIVERSAL CONTROL SYSTEMS INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL CONTROL SYSTEMS INC. 401K 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