# Ulrey Foods, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ulrey-foods-inc-401k-plan

> Ulrey Foods, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ulrey Foods, INC.

- **Sponsor EIN:** 311027563

- **Sponsor Address:** 6025 AVERY ROAD, DUBLIN, OH, 43016

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

- **Total Participants:** 137

- **Total Assets:** $3.7M

## 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|137|$3.7M|$136,563|$341,243|

| 2023|100|$3.0M|$156,305|$341,116|

| 2022|102|$2.2M|$44,071|$201,090|

## 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|

| REA & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [REA & ASSOCIATES](https://planprovider.pro/provider/rea-and-associates-inc) — 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|$40,714|—|$40,714|—|—|

| 2023|$30,298|—|$30,298|—|—|

| 2022|$11,357|—|$11,357|—|—|

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