Plan Snapshot
- Plan Sponsor: Uct, INC
- Sponsor EIN: 232532422
- Sponsor Address: 2731 BARTRAM ROAD, BRISTOL, PA, 190076810
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 57
- Total Assets: $3,460
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 57 | $3,460 | $642,659 | $149,599 |
| 2023 | 56 | $28,566 | $551,140 | $146,419 |
| 2022 | 51 | $34,967 | $484,477 | $116,147 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $19,979 | — | $19,979 |
| EMPLOYEE BENEFITS CONSULTANTS LLC | Investment Advisor | $19,860 | — | $19,860 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $7,515 | — | $7,515 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFITS CONSULTANTS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,354
- Estimated Expense Ratio: 1368.613% 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 | $664,637 | — | — | — | — |
| 2023 | $896,464 | — | — | — | — |
| 2022 | $664,066 | — | — | — | — |