# The United Distribution Group 401(k) Plan
Source: https://planprovider.pro/companies/the-united-distribution-group-401k-plan

> The United Distribution Group's 401(k) plan: 582 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|—|—|

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