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

> Ugi Utilities, INC.'s 401(k) plan: 2,705 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — CONSULTANT

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Ugi Utilities, INC.](https://planprovider.pro/companies/ugi-utilities-inc-plan-001) — 453 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ugi-utilities-inc-401k-plan)

© 2026 PlanProvider.Pro