Plan Snapshot
- Plan Sponsor: Ulse INC.
- Sponsor EIN: 301211139
- Sponsor Address: 1603 ORRINGTON AVE, EVANSTON, IL, 60201
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 409 | $63.5M | $4.2M | $4.9M |
| 2023 | 376 | $51.7M | $2.6M | $3.6M |
| 2022 | 199 | $36.2M | $480,832 | $506,597 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $27,658 | $24,211 | — | — | — |
| 2023 | $21,434 | $20,555 | — | — | — |
| 2022 | $3,769 | $3,769 | — | — | — |