# Preferred Utilities Manufacturing Corp. 401(k) Plan
Source: https://planprovider.pro/companies/preferred-utilities-manufacturing-corp-060734369-001

> Preferred Utilities Manufacturing Corp.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preferred Utilities Manufacturing Corp.

- **Sponsor EIN:** 060734369

- **Sponsor Address:** 31-35 SOUTH ST, DANBURY, CT, 068108147

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

- **Plan Number:** 001

- **Total Participants:** 126

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|126|$18.8M|$351,275|$1.0M|

| 2023|123|$18.2M|$354,830|$964,049|

| 2022|121|$17.9M|$350,606|$928,215|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$64,525|—|$64,525|

| UBS FINANCIAL SERVICES INC|Investment Advisor|—|$33,461|$33,461|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,986

- **Estimated Expense Ratio:** 0.522% 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|$64,525|—|$64,525|—|—|

| 2023|$57,863|—|$57,863|—|—|

| 2022|$56,673|—|$56,673|—|—|

## Similar Plans

- [Stanley Black & Decker, INC.](https://planprovider.pro/companies/stanley-black-decker-inc-401k-plan) — 16,084 participants

- [Crane Company](https://planprovider.pro/companies/crane-company-401k-plan-038) — 4,154 participants

- [Pcx Aerostructures, LLC](https://planprovider.pro/companies/pcx-aerostructures-llc-401k-plan) — 640 participants

- [Bic Corporation](https://planprovider.pro/companies/bic-corporation-401k-plan-003) — 590 participants

- [Stanley Black & Decker, INC.](https://planprovider.pro/companies/stanley-black-decker-inc-plan-002) — 488 participants

- [Bic Corporation](https://planprovider.pro/companies/bic-corporation-plan-002) — 481 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/preferred-utilities-manufacturing-corp-060734369-001)

© 2026 PlanProvider.Pro