Plan Snapshot
- Plan Sponsor: Ucb Holdings, INC.
- Sponsor EIN: 133010020
- Sponsor Address: 1950 LAKE PARK DRIVE, SMYRNA, GA, 30080
- Plan Type: 401(k)
- Total Participants: 1,896
- Total Assets: $979.7M
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 | 1,896 | $979.7M | $42.0M | $37.5M |
| 2023 | 1,803 | $832.5M | $38.4M | $33.7M |
| 2022 | 1,686 | $686.3M | $33.1M | $28.8M |
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 |
|---|---|---|---|---|
| SEAY & WEISSINGER LLC | 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 | $250,440 | $96,577 | — | — | — |
| 2023 | $244,214 | $61,078 | — | — | — |
| 2022 | $252,363 | — | — | — | — |