Plan Snapshot
- Plan Sponsor: Ulteig Engineers, INC.
- Sponsor EIN: 450220725
- Sponsor Address: 3350 38TH AVENUE SOUTH, FARGO, ND, 58104
- Plan Type: 401(k)
- Total Participants: 1,320
- Total Assets: $104.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,320 | $104.7M | $2.8M | $11.5M |
| 2023 | 1,135 | $79.3M | $2.3M | $9.4M |
| 2022 | 930 | $59.2M | $1.8M | $7.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $13,498 | $29,018 | $299 | — | — |
| 2023 | $30,069 | $20,096 | $600 | — | — |
| 2022 | $23,895 | $16,195 | — | — | — |