Plan Snapshot
- Plan Sponsor: Uhlmann Holding Company
- Sponsor EIN: 911285648
- Sponsor Address: 1950 NW LOUISIANA, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 222 | $13.2M | $495,119 | $1.0M |
| 2023 | 199 | $10.9M | $561,219 | $1.0M |
| 2022 | 194 | $8.0M | $598,778 | $1.0M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | NONE | $34,853 | — | $34,853 |
| NWPS | NONE | $28,069 | — | $28,069 |
| KERNUTT STOKES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — NONE
- NWPS — NONE
- KERNUTT STOKES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,922
- Estimated Expense Ratio: 0.478% 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 | $65,988 | $34,853 | — | — | — |
| 2023 | $50,629 | $26,782 | — | — | — |
| 2022 | $50,218 | $25,103 | — | — | $21,729 |