Plan Snapshot
- Plan Sponsor: Ubiquiti INC.
- Sponsor EIN: 320097377
- Sponsor Address: 353 N CLARK STREET, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 174 | $18.8M | $117,368 | $1.1M |
| 2023 | 158 | $16.8M | $106,049 | $986,387 |
| 2022 | 145 | $13.6M | $96,223 | $885,153 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, INC. | 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 | $9,425 | — | $9,425 | — | — |
| 2023 | $3,093 | — | $3,093 | — | — |
| 2022 | $5,070 | — | $5,070 | — | — |