# Ufp Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ufp-technologies-inc-401k-plan

> Ufp Technologies, INC.'s 401(k) plan: 939 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufp Technologies, INC.

- **Sponsor EIN:** 042314970

- **Sponsor Address:** 100 HALE STREET, NEWBURYPORT, MA, 01950

- **Plan Type:** 401(k)

- **Total Participants:** 939

- **Total Assets:** $56.2M

## 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|939|$56.2M|$1.4M|$2.9M|

| 2023|968|$52.0M|$1.3M|$2.7M|

| 2022|772|$40.5M|$529,570|$2.0M|

## 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|

| MASSACHUSETTS MUTUAL LIFE INSURANCE|BROKER/ADVISOR|—|$75,386|$75,386|

| THE ANGELL PENSION GROUP, INC.|SERVICE PROVIDER|$23,430|—|$23,430|

| ADP, INC.|SERVICE PROVIDER|$13,341|—|$13,341|

| MINUTEMAN PRESS|SERVICE PROVIDER|$5,912|—|$5,912|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — SERVICE PROVIDER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,069

- **Estimated Expense Ratio:** 0.210% 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|$201,200|$49,681|$148,419|—|—|

| 2023|$187,891|$62,610|$119,343|—|—|

| 2022|$178,363|—|—|—|—|

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