# Ubeo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ubeo-llc-401k-plan

> Ubeo, LLC's 401(k) plan: 1,253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ubeo, LLC

- **Sponsor EIN:** 815293028

- **Sponsor Address:** 401 SONTERRA BLVD., SUITE 350, SAN ANTONIO, TX, 78258

- **Plan Type:** 401(k)

- **Total Participants:** 1,253

- **Total Assets:** $79.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,253|$79.1M|$2.2M|$6.2M|

| 2023|859|$40.1M|$1.4M|$4.0M|

| 2022|745|$30.5M|$1.0M|$3.0M|

## 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|

| BONADIO GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO GROUP](https://planprovider.pro/provider/bonadio-and-co-llp) — 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|$106,957|$49,404|$300|—|—|

| 2023|$76,610|—|$76,610|—|—|

| 2022|$59,644|—|—|—|—|

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