# Uhlmann Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/uhlmann-holding-company-401k-plan

> Uhlmann Holding Company's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [KERNUTT STOKES, LLP](https://planprovider.pro/provider/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|

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