# Conterra Ultra Broadband, LLC 401(k) Plan
Source: https://planprovider.pro/companies/conterra-ultra-broadband-llc-401k-plan

> Conterra Ultra Broadband, LLC's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conterra Ultra Broadband, LLC

- **Sponsor EIN:** 582615152

- **Sponsor Address:** 5301 77 CENTER DRIVE, CHARLOTTE, NC, 28217

- **Plan Type:** 401(k)

- **Total Participants:** 318

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|318|$23.1M|$1.0M|$2.0M|

| 2023|355|$20.3M|$1.0M|$2.0M|

| 2022|356|$16.3M|$874,207|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$60,306|$632|$60,938|

| ADP, INC.|RECORD KEEPER|$14,348|—|$14,348|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,286

- **Estimated Expense Ratio:** 0.326% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$74,654|$60,306|—|—|—|

| 2023|$71,129|$50,684|—|$10,000|—|

| 2022|$50,554|—|—|—|—|

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