# Ullico INC. 401(k) Plan
Source: https://planprovider.pro/companies/ullico-inc-401k-plan

> Ullico INC.'s 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ullico INC.

- **Sponsor EIN:** 521579726

- **Sponsor Address:** 8403 COLESVILLE ROAD, SILVER SPRING, MD, 20910

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

- **Total Participants:** 271

- **Total Assets:** $104.3M

## 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|271|$104.3M|$1.3M|$3.9M|

| 2023|252|$91.0M|$1.2M|$3.5M|

| 2022|231|$77.5M|$1.0M|$3.1M|

## 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|

| ERNST & YOUNG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-young-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|$52,224|—|$6,056|—|—|

| 2023|$47,016|—|—|—|—|

| 2022|$48,837|—|—|—|$48,837|

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