Plan Snapshot
- Plan Sponsor: Ugi Utilities, INC.
- Sponsor EIN: 231174060
- Sponsor Address: 1 UGI DRIVE, DENVER, PA, 17517
- Plan Type: 401(k)
- Plan Number: 008
- Total Participants: 3,662
- Total Assets: $713.9M
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. |
|---|---|---|---|---|
| 2025 | 3,662 | $713.9M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $126,392 | — | $126,392 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $95,347 | — | $95,347 |
| MERCER INVESTMENTS LLC | Other Service Provider | $65,339 | — | $65,339 |
| MCCARTER & ENGLISH, LLP | ERISA Attorney | $15,277 | — | $15,277 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $302,355
- Estimated Expense Ratio: 0.042% 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 |
|---|---|---|---|---|---|
| 2025 | $57,443,681 | $126,392 | $1,200 | — | — |
| 2024 | $252,154 | — | — | — | — |
| 2023 | $182,296 | — | — | — | — |
| 2022 | $182,022 | — | — | — | — |