# Ugi Utilities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ugi-utilities-inc-231174060-518

> Ugi Utilities, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [MERCER (US), INC.](https://planprovider.pro/provider/mercer-advisors) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ugi-utilities-inc-231174060-518)

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