Department of Labor filing

UATP MANAGEMENT, LLC

UNLEASHED BRANDS 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

64filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,779

Reported employer contributions per active participant.

Higher than about 78% of comparable plans

#People in the filing

292

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$176 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans

↗Investment performance

Not available

Plan assets changed 87.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202464out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $1,360 · based on 585 comparable plans

Lower reported administrative expense32nd percentileTypical peer $113 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UATP MANAGEMENT, LLC reported $811,543 in employer contributions across the plan and 292 active participants. That works out to $2,779 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 29.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 82.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context64/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $811,543
Participant contributions: $1,636,822
Other contributions: $3,300,512
Employer share of reported contributions: 33.1%
Beginning assets: $5,488,892
Ending assets: $10,268,931
Ending net assets: $10,255,147
Ending liabilities: $13,784
Total income: $6,733,589
Total expenses: $1,959,676
Administrative expenses: $54,796
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,152

2023

$2,156

2024

$2,779

Plan-paid administrative expenses per participant

2022

$96

2023

$121

2024

$176

Active participants

2022

203

2023

256

2024

292

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,779	292	10.3M	20251001112520NAL0016005520001
2023	$2,156	256	5.5M	20240911140755NAL0012477568001
2022	$2,152	203	3.3M	20231016170024NAL0077287650001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 462928841-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2018
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2J2K2T3D3H2F2G

Current plan terms

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Filing ACK_ID20251001112520NAL0016005520001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗