Plan Snapshot
- Plan Sponsor: Uhl Company, INC.
- Sponsor EIN: 410740957
- Sponsor Address: 9065 ZACHARY LANE NORTH, MAPLE GROVE, MN, 553694004
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $32.6M
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 | 182 | $32.6M | $815,404 | $1.1M |
| 2023 | 187 | $29.1M | $772,146 | $1.0M |
| 2022 | 103 | $24.1M | $813,679 | $986,288 |
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 |
|---|---|---|---|---|
| REDPATH AND COMPANY, LLC | Auditor | $57,629 | — | $57,629 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,629
- Estimated Expense Ratio: 0.177% 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 | $63,864 | — | $6,235 | $57,629 | — |
| 2023 | $60,160 | — | $60,160 | — | — |
| 2022 | $65,380 | $58,452 | $6,928 | — | — |