Plan Snapshot
- Plan Sponsor: Ul LLC
- Sponsor EIN: 943282454
- Sponsor Address: 333 PFINGSTEN RD, NORTHBROOK, IL, 600622002
- Plan Type: DB
- Total Participants: 679
- Total Assets: $261.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 679 | $261.7M | $41.7M | $0 |
| 2023 | 739 | $215.9M | $7.3M | $0 |
| 2022 | 783 | $211.4M | $6.3M | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING INC | Recordkeeper | $470,299 | — | $470,299 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $171,263 | — | $171,263 |
| INCOME RESEARCH AND MANAGMENT INC | Other Service Provider | $93,573 | — | $93,573 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $76,497 | — | $76,497 |
| HOOD RIVER CAPITAL MANAGEMENT | Other Service Provider | $70,515 | — | $70,515 |
| MACQUARIE INV MANAGEMENT ADVISERS | Other Service Provider | $26,545 | — | $26,545 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $8,736 | — | $8,736 |
| SEYFARTH SHAW LLP | Investment Advisor | $6,929 | — | $6,929 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — Recordkeeper
- SEYFARTH SHAW LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $924,357
- Estimated Expense Ratio: 0.353% 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 | $2,179,000 | $371,000 | — | — | — |
| 2023 | $2,777,000 | $650,531 | — | $88,232 | — |
| 2022 | $2,358,000 | $481,000 | — | — | $359,000 |