# Ukg INC. 401(k) Plan
Source: https://planprovider.pro/companies/ukg-inc-401k-plan

> Ukg INC.'s 401(k) plan: 8,828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ukg INC.

- **Sponsor EIN:** 650694077

- **Sponsor Address:** 2250 N COMMERCE PARKWAY, WESTON, FL, 33326

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

- **Total Participants:** 8,828

- **Total Assets:** $2.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|8,828|$2.0B|$54.0M|$133.9M|

| 2023|10,871|$1.9B|$58.5M|$142.1M|

| 2022|11,173|$1.5B|$56.4M|$136.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$1,099,650|—|$1,099,650|

| FIDUCIENT ADVISORS LLC|NONE|$70,000|—|$70,000|

| GRAY GRAY & GRAY LLP|NONE|$30,000|—|$30,000|

| GRAY, GRAY, & GRAY, LLP|Auditor|$30,000|—|$30,000|

| EMPOWER FINANCIAL SERVICES, INC.|NONE|$11,550|—|$11,550|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,241,200

- **Estimated Expense Ratio:** 0.063% 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|$1,199,650|—|—|$30,000|—|

| 2023|$1,233,035|$70,000|—|$5,694|—|

| 2022|$1,257,468|$70,000|—|—|$18,825|

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