# Uhlig LLC 401(k) Plan
Source: https://planprovider.pro/companies/uhlig-llc-401k-plan

> Uhlig LLC&#39;s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uhlig LLC

- **Sponsor EIN:** 900175078

- **Sponsor Address:** 8455 LENEXA DR, OVERLAND PARK, KS, 66214

- **Plan Type:** 401(k)

- **Total Participants:** 90

- **Total Assets:** $9.9M

## 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|90|$9.9M|$103,459|$488,430|

| 2023|83|$9.5M|$118,352|$576,099|

| 2022|107|$7.7M|$117,619|$570,986|

## 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|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISOR|$28,660|—|$28,660|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$23,084|—|$23,084|

| MARKSNELSON LLC|AUDITOR|$17,500|—|$17,500|

| MARKSNELSON LLC, CPAS|Auditor|$17,500|—|$17,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARKSNELSON LLC](https://planprovider.pro/provider/marksnelson-llc) — AUDITOR

- [MARKSNELSON LLC, CPAS](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,744

- **Estimated Expense Ratio:** 0.879% 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|$74,082|$33,498|—|$17,500|—|

| 2023|$73,140|$32,613|—|$16,500|—|

| 2022|$77,833|$47,529|$30,304|—|—|

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