Plan Snapshot
- Plan Sponsor: Uhy Advisors, INC.
- Sponsor EIN: 364272852
- Sponsor Address: 27725 STANSBURY BLVD., FARMINGTON HILLS, MI, 48334
- Plan Type: 401(k)
- Total Participants: 1,655
- Total Assets: $285.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,655 | $285.1M | $4.0M | $20.3M |
| 2023 | 1,595 | $237.0M | $3.2M | $17.0M |
| 2022 | 1,343 | $179.2M | $2.4M | $13.4M |
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 |
|---|---|---|---|---|
| MAULDIN&JENKINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN&JENKINS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,071 | $133,939 | — | — | — |
| 2023 | $93,383 | $107,070 | $300 | — | — |
| 2022 | $69,022 | $61,897 | — | — | — |