Plan Snapshot
- Plan Sponsor: Ul LLC
- Sponsor EIN: 943282454
- Sponsor Address: 333 PFINGSTEN RD, NORTHBROOK, IL, 600622002
- Plan Type: 401(k)
- Total Participants: 5,568
- Total Assets: $2.0B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,568 | $2.0B | $43.6M | $69.1M |
| 2023 | 5,384 | $1.7B | $43.8M | $65.3M |
| 2022 | 5,670 | $1.4B | $42.7M | $57.5M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $951,000 | $647,841 | — | — | — |
| 2023 | $980,000 | $629,648 | — | $33,080 | — |
| 2022 | $1,345,000 | $542,000 | — | — | — |