Plan Snapshot
- Plan Sponsor: The United Distribution Group
- Sponsor EIN: 204686712
- Sponsor Address: P.O. BOX 8300, BRISTOL, VA, 242038300
- Plan Type: 401(k)
- Total Participants: 582
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 582 | $63.0M | $928,649 | $2.7M |
| 2023 | 582 | $58.2M | $1.1M | $2.6M |
| 2022 | 549 | $54.6M | $989,672 | $2.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $20,433 | — | $20,433 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $16,116 | — | $16,116 |
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,549
- Estimated Expense Ratio: 0.058% 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 | $7,193 | — | $7,193 | — | — |
| 2023 | $22,019 | — | $22,019 | — | — |
| 2022 | $14,990 | — | $4,860 | — | — |