Plan Snapshot
- Plan Sponsor: Ucor LLC
- Sponsor EIN: 852867528
- Sponsor Address: P.O. BOX 4699, OAK RIDGE, TN, 378317020
- Plan Type: 401(k)
- Total Participants: 1,268
- Total Assets: $217.4M
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 | 1,268 | $217.4M | $12.4M | $13.6M |
| 2023 | 1,171 | $182.7M | $10.6M | $11.4M |
| 2022 | 903 | $144.2M | $7.0M | $8.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,253 | — | $27,253 |
| MCCONNELL & JONES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MCCONNELL & JONES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,253
- Estimated Expense Ratio: 0.013% 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 | $27,253 | — | $300 | — | — |
| 2023 | $17,244 | — | $1,200 | — | — |
| 2022 | $16,594 | — | — | — | — |