# Ullico Investment Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/ullico-investment-advisors-inc-743178242-001

> 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:** 743178242

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $659.1M

## 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|$659.1M|$0|$0|

| 2023|0|$679.7M|$0|$0|

| 2022|0|$603.5M|$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|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$499,550|—|$499,550|

| ERNST & YOUNG LLP|Auditor|$48,435|—|$48,435|

### 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:** $547,985

- **Estimated Expense Ratio:** 0.083% 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|$953,594|—|—|—|—|

| 2023|$811,257|—|—|—|—|

| 2022|$668,199|—|—|—|$30,215|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ullico-investment-advisors-inc-743178242-001)

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