UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86

Plan Overview & Key Metrics

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is a defined contribution retirement plan offered by UNITED FACILITIES, INC.. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $35,977,995.00.This plan was established in 1986.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 355

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Average Participant Retirement Account Value

In 2024, the average participant retirement account value for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $101,346.00

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is $3,693.00.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is approximately $2,235.00
Investing in this additonal $2,235.00 for 20 years would give you extra $143,085.00, assuming a 10% annual return.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Employer Contribution and Match Rate

In 2024, UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 allocates $793,678.00 to match its employees’ contributions, providing an employer match rate of 61.83% of their contributions

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 14.22%.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 13.99%. This measures the effectiveness of the plan participants’ investments in the year.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 Expense Ratio

In 2024, the investment and administrative expense ratio of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 is 0.19%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86 has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of UNITED FACILITIES, INC. RETIREMENT PLAN NO. 004-86:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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