Plan Snapshot
- Plan Sponsor: Ubiquity Global Services, INC.
- Sponsor EIN: 455381591
- Sponsor Address: 1140 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 117 | $2.2M | $183,344 | $416,441 |
| 2023 | 86 | $1.9M | $171,235 | $462,123 |
| 2022 | 91 | $1.2M | $195,048 | $383,763 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $34,551 | $8,662 | $25,889 | — | — |
| 2023 | $30,703 | $6,629 | $3,135 | — | — |
| 2022 | $20,341 | $4,083 | $16,258 | — | — |