# Ullico Investment Advisors INC. 401(k) Plan
Source: https://planprovider.pro/companies/ullico-investment-advisors-inc-455209095-001

> Ullico Investment Advisors INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ullico Investment Advisors INC.

- **Sponsor EIN:** 455209095

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $909.4M

## 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|0|$909.4M|$0|$0|

| 2023|0|$700.0M|$0|$0|

| 2022|0|$593.9M|$0|$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|

| VICO INFRASTRUCTURE COMPANY LLC|Other Service Provider|$300,507|—|$300,507|

| MIZUHO SECURITIES USA LLC|Other Service Provider|$242,339|—|$242,339|

| MILBANK LLP|ERISA Attorney|$136,735|—|$136,735|

| ERNST AND YOUNG LLP|Auditor|$95,690|—|$95,690|

| TRANS LIAB SERIES OF LOCKTON SPEC L|Other Service Provider|$89,398|—|$89,398|

| MAYER BROWN LLP|ERISA Attorney|$84,460|—|$84,460|

| NORTON ROSE FULBRIGHT US LLP|Other Service Provider|$78,681|—|$78,681|

| OLIVER WYMAN INC|Other Service Provider|$57,449|—|$57,449|

| KROLL LLC|Other Service Provider|$55,405|—|$55,405|

| BDO USA LLP|Other Service Provider|$54,014|—|$54,014|

| ARENTFOX SCHIFF LLP|ERISA Attorney|$42,984|—|$42,984|

| AON RISK SERVICES CENTRAL|Other Service Provider|$41,227|—|$41,227|

| LEO BERWICK LP|Other Service Provider|$38,164|—|$38,164|

| EISNER ADVISORY GROUP LLC|Other Service Provider|$36,022|—|$36,022|

| HOLLAND & KNIGHT LLP|ERISA Attorney|$13,353|—|$13,353|

| SAN ANTONIO TX WATER SYSTEM REVENUE|Other Service Provider|$12,958|—|$12,958|

| DESMAN INC|Other Service Provider|$12,655|—|$12,655|

| DELOITTE LLP CA|Other Service Provider|$10,880|—|$10,880|

| MCGRIFF INSURANCE SERVICES LLC|Other Service Provider|$9,669|—|$9,669|

| ALLEN OVERY SHEARMAN STERLING US LL|Other Service Provider|$9,258|—|$9,258|

| BNY MELLON|Other Service Provider|$8,384|—|$8,384|

| BLACK & VEATCH MANAGEMENT CONSULTIN|Other Service Provider|$8,145|—|$8,145|

| BAKER AND MCKENZIE LLP|Other Service Provider|$6,839|—|$6,839|

| RSGUM PREMIUM FUND|Other Service Provider|$5,501|—|$5,501|

| MOSS ADAMS LLP|Auditor|$5,155|—|$5,155|

| LEIDOS ENGINEERING LLC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [MILBANK LLP](https://planprovider.pro/provider/milbank-llp) — ERISA Attorney

- [ERNST AND YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [MAYER BROWN LLP](https://planprovider.pro/provider/mayer-brown-llp) — ERISA Attorney

- [ARENTFOX SCHIFF LLP](https://planprovider.pro/provider/arentfox-schiff-llp) — ERISA Attorney

- [HOLLAND & KNIGHT LLP](https://planprovider.pro/provider/holland-and-knight) — ERISA Attorney

- [MOSS ADAMS LLP](https://planprovider.pro/provider/moss-adams-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,460,872

- **Estimated Expense Ratio:** 0.161% 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|$383,463|—|—|—|—|

| 2023|$701,576|—|—|—|—|

| 2022|$546,070|—|—|—|$217,694|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ullico-investment-advisors-inc-455209095-001)

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