Plan Snapshot
- Plan Sponsor: U-Haul Holding Company
- Sponsor EIN: 880106815
- Sponsor Address: 2727 N CENTRAL AVE 6N, PHOENIX, AZ, 850041120
- Plan Type: 401(k)
- Total Participants: 33,949
- Total Assets: $551.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 33,949 | $551.5M | $0 | $56.8M |
| 2023 | 31,511 | $499.2M | $0 | $51.1M |
| 2022 | 31,816 | $432.7M | $0 | $45.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $988,445 | — | $2,100 | — | — |
| 2023 | $1,021,116 | — | $1,500 | — | — |
| 2022 | $1,144,456 | — | — | — | — |