Plan Snapshot
- Plan Sponsor: U. B. C. J. Of America
- Sponsor EIN: 350723065
- Sponsor Address: 101 CONSTITUTION AVE N.W., WASHINGTON, DC, 20001
- Plan Type: DC
- Total Participants: 113
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 113 | $31.9M | $1.4M | $820,323 |
| 2023 | 102 | $31.8M | $1.3M | $778,948 |
| 2022 | 93 | $27.0M | $1.3M | $770,390 |
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 |
|---|---|---|---|---|
| CALIBRE CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA — Auditor
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 | $3,445 | — | — | — | — |
| 2023 | $2,945 | — | — | — | — |
| 2022 | $2,981 | — | — | — | — |