# Ullico Investment Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/ullico-investment-advisors-inc-932179860-001

> 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:** 932179860

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $49.4M

## 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|$49.4M|$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|

| ARENTFOX SCHIFF, LLP|ERISA Attorney|$490,801|—|$490,801|

| BMO BANK, NA|Other Service Provider|$139,312|—|$139,312|

| ERNST AND YOUNG LLP|Auditor|$44,000|—|$44,000|

| INSURANCE BUYERS' COUNCIL INC.|Other Service Provider|$10,655|—|$10,655|

| NCREIF|Other Service Provider|$10,300|—|$10,300|

### Verified Provider Profiles

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

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

- [ERNST AND 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:** $695,068

- **Estimated Expense Ratio:** 1.408% 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|$317,594|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ullico-investment-advisors-inc-932179860-001)

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