# Ullico Investment Advisors INC 401(k) Plan Source: https://planprovider.pro/companies/ullico-investment-advisors-inc-900622302-001 > 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:** 900622302 - **Sponsor Address:** 8403 COLESVILLE ROAD, SILVER SPRING, MD, 20910 - **Plan Type:** 401(k) - **Plan Number:** 001 - **Total Participants:** 0 - **Total Assets:** $5.3B ## 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|$5.3B|$0|$0| | 2023|0|$4.6B|$0|$0| | 2022|0|$3.7B|$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|$2,057,171|—|$2,057,171| | MIZUHO SECURITIES USA LLC|Other Service Provider|$1,519,879|—|$1,519,879| | MILBANK LLP|ERISA Attorney|$831,965|—|$831,965| | ERNST AND YOUNG LLP|Auditor|$624,383|—|$624,383| | TRANS. LIABI. SERIES OF LOCKTON SPE|Other Service Provider|$615,262|—|$615,262| | MAYER BROWN LLP|ERISA Attorney|$543,676|—|$543,676| | NORTON ROSE FULBRIGHT US LLP|Other Service Provider|$540,271|—|$540,271| | KROLL LLC|Other Service Provider|$382,495|—|$382,495| | OLIVER WYMAN INC|Other Service Provider|$359,607|—|$359,607| | BDO USA LLP|Other Service Provider|$346,634|—|$346,634| | ARENTFOX SCHIFF LLP|ERISA Attorney|$309,608|—|$309,608| | LEO BERWICK LP|Other Service Provider|$267,130|—|$267,130| | AON RISK SERVICES CENTRAL|Other Service Provider|$260,230|—|$260,230| | EISNER ADVISORY GROUP LLC|Other Service Provider|$247,898|—|$247,898| | DESMAN INC|Other Service Provider|$89,872|—|$89,872| | SAN ANTONIO TX WATER SYSTEM REV FUN|Other Service Provider|$81,267|—|$81,267| | HOLLAND & KNIGHT LLP|ERISA Attorney|$80,997|—|$80,997| | DELOITTE LLP CA|Other Service Provider|$77,260|—|$77,260| | ALLEN OVERY SHEARMAN STERLING US LL|Other Service Provider|$65,742|—|$65,742| | MCGRIFF INSURANCE SERVICES LLC|Other Service Provider|$60,644|—|$60,644| | BLACK & VEATCH MANAGEMENT CONSULTIN|Other Service Provider|$57,855|—|$57,855| | BNY MELLON|Other Service Provider|$57,258|—|$57,258| | BAKER AND MCKENZIE LLP|Other Service Provider|$48,565|—|$48,565| | MOSS ADAMS LLP|Auditor|$36,095|—|$36,095| | LEIDOS ENGINEERING LLC|Other Service Provider|$34,501|—|$34,501| | RSGUM PREMIUM FUND|Other Service Provider|$34,499|—|$34,499| | BMO HARRIS|Other Service Provider|$29,190|—|$29,190| | OPERIS PROJECT FINANCE LIMITED|Other Service Provider|$23,669|—|$23,669| | RISE STRATEGY GROUP|Other Service Provider|$7,853|—|$7,853| ### 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:** $9,691,476 - **Estimated Expense Ratio:** 0.183% 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|$2,717,420|—|—|—|—| | 2023|$4,733,263|—|—|—|—| | 2022|$11,347,185|—|—|—|$1,683,353| ## Similar Plans - [Laborers District Council Defined Contribution Retirement Plan](https://planprovider.pro/companies/laborers-district-council-defined-contribution-retirement-plan-403b-plan) — 2,274 participants - [Laborers District Council Pension And Disability Trust Fund No. 2](https://planprovider.pro/companies/laborers-district-council-pension-and-disability-trust-fund-no-2-plan) — 1,975 participants - [Trend Health Partners, LLC](https://planprovider.pro/companies/trend-health-partners-llc-401k-plan) — 317 participants - [New Enterprise Associates, INC.](https://planprovider.pro/companies/new-enterprise-associates-inc-plan) — 132 participants - [Ascend One Corporation](https://planprovider.pro/companies/ascend-one-corporation-401k-plan) — 84 participants - [Campbell & Company, LP](https://planprovider.pro/companies/campbell-company-lp-401k-plan) — 64 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ullico-investment-advisors-inc-900622302-001) © 2026 PlanProvider.Pro