Plan Snapshot
- Plan Sponsor: Uber Freight Us LLC
- Sponsor EIN: 752949425
- Sponsor Address: 3010 GAYLORD PARKWAY, SUITE 200, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 3,081
- Total Assets: $212.5M
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 | 3,081 | $212.5M | $7.5M | $24.6M |
| 2023 | 3,115 | $172.0M | $7.4M | $24.6M |
| 2022 | 2,390 | $122.0M | $4.5M | $13.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $115,562 | — | $115,562 |
| FRANK, RIMERMAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FRANK, RIMERMAN & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,562
- Estimated Expense Ratio: 0.054% 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 | $115,562 | — | $300 | — | — |
| 2023 | $177,890 | — | — | — | — |
| 2022 | $139,472 | — | — | — | — |