# Uli Service LLC 401(k) Plan
Source: https://planprovider.pro/companies/uli-service-llc-401k-plan

> Uli Service LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uli Service LLC

- **Sponsor EIN:** 201116134

- **Sponsor Address:** 10 E DOTY STREET, SUITE 300, MADISON, WI, 537035120

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

- **Total Participants:** 131

- **Total Assets:** $5.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|131|$5.2M|$142,726|$502,918|

| 2023|124|$4.6M|$129,578|$439,631|

| 2022|108|$3.6M|$115,517|$411,086|

## 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|

| BAKER TILLY US, LLP|Auditor|$10,195|—|$10,195|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,195

- **Estimated Expense Ratio:** 0.196% 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|$45,222|$13,051|$21,976|$10,195|—|

| 2023|$32,031|$3,734|$18,146|$10,151|—|

| 2022|$38,058|—|$27,988|—|$10,070|

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