# Uline, INC. 401(k) Plan
Source: https://planprovider.pro/companies/uline-inc-401k-plan

> Uline, INC.'s 401(k) plan: 8,509 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$526,688|—|$526,688|

| 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](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:** $526,688

- **Estimated Expense Ratio:** 0.054% 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|$526,689|—|$526,689|—|—|

| 2023|$533,928|—|$533,928|—|—|

| 2022|$452,838|—|$452,838|—|—|

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