Plan Snapshot
- Plan Sponsor: Uline, INC.
- Sponsor EIN: 363684738
- Sponsor Address: 12575 ULINE DRIVE, PLEASANT PRAIRIE, WI, 53158
- Plan Type: 401(k)
- Total Participants: 8,509
- Total Assets: $968.3M
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 | 8,509 | $968.3M | $42.4M | $60.7M |
| 2023 | 8,276 | $770.8M | $34.1M | $53.8M |
| 2022 | 7,959 | $590.8M | $31.6M | $49.1M |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $526,689 | — | $526,689 | — | — |
| 2023 | $533,928 | — | $533,928 | — | — |
| 2022 | $452,838 | — | $452,838 | — | — |