Plan Snapshot
- Plan Sponsor: The United Warehouse Company
- Sponsor EIN: 480457970
- Sponsor Address: 901 E. 45TH STREET N., WICHITA, KS, 67219
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $5.9M
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 | 139 | $5.9M | $273,262 | $558,062 |
| 2023 | 162 | $5.2M | $275,516 | $525,785 |
| 2022 | 158 | $4.7M | $250,749 | $469,829 |
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 |
|---|---|---|---|---|
| LUCKE & ASSOCIATES CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,448 | $7,096 | — | — | — |
| 2023 | $29,960 | $4,068 | — | — | — |
| 2022 | $29,256 | $3,455 | $25,801 | — | — |