Plan Snapshot
- Plan Sponsor: Ugn, INC.
- Sponsor EIN: 363435795
- Sponsor Address: 2650 WARRENVILLE ROAD, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Total Participants: 1,226
- Total Assets: $66.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,226 | $66.2M | $1.2M | $3.7M |
| 2023 | 1,165 | $58.4M | $1.0M | $3.4M |
| 2022 | 1,014 | $51.2M | $1.0M | $3.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $148,949 | — | $148,949 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,211 | — | $24,211 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,160
- Estimated Expense Ratio: 0.262% 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 | $173,160 | $148,949 | — | — | — |
| 2023 | $150,862 | $128,700 | — | — | — |
| 2022 | $162,019 | — | — | — | — |