Plan Snapshot
- Plan Sponsor: Ugi Utilities, INC.
- Sponsor EIN: 231174060
- Sponsor Address: 500 NORTH GULPH ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Plan Number: 518
- Total Participants: 0
- Total Assets: $22.4M
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 | 0 | $22.4M | $0 | $4,512 |
| 2023 | 0 | $19.3M | $0 | $3,600 |
| 2022 | 0 | $16.7M | $0 | $9,639 |
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 |
|---|---|---|---|---|
| EXTEND HEALTH INC. | Other Service Provider | $46,052 | — | $46,052 |
| TOWERS WATSON DELAWARE, INC. | Recordkeeper | $37,000 | — | $37,000 |
| CROWE LLP | Other Service Provider | $17,364 | — | $17,364 |
| MERCER (US), INC. | Investment Advisor | $15,385 | — | $15,385 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $13,446 | — | $13,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE, INC. — Recordkeeper
- MERCER (US), INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,247
- Estimated Expense Ratio: 0.578% 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 | $279,852 | — | — | $161,087 | — |
| 2023 | $269,985 | $19,464 | — | — | — |
| 2022 | $224,091 | — | — | — | $124,041 |