Plan Snapshot
- Plan Sponsor: Ugi Utilities, INC.
- Sponsor EIN: 231174060
- Sponsor Address: 1 UGI DRIVE, DENVER, PA, 17517
- Plan Type: 401(k)
- Total Participants: 2,705
- Total Assets: $617.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,705 | $617.6M | $12.1M | $23.2M |
| 2023 | 2,750 | $552.0M | $12.6M | $24.7M |
| 2022 | 2,328 | $476.1M | $10.2M | $18.9M |
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 | $113,662 | — | $113,662 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $100,521 | — | $100,521 |
| MERCER INVESTMENTS LLC | CONSULTANT | $26,000 | — | $26,000 |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | $13,750 | — | $13,750 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MERCER INVESTMENTS LLC — CONSULTANT
- WILLIS TOWERS WATSON US LLC — CONSULTANT
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,933
- Estimated Expense Ratio: 0.041% 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 | $252,154 | — | — | — | — |
| 2023 | $182,296 | — | — | — | — |
| 2022 | $182,022 | — | — | — | — |