# Ultra Clean Technology Systems And Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ultra-clean-technology-systems-and-service-inc-401k-plan

> Ultra Clean Technology Systems And Service, INC.'s 401(k) plan: 1,772 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultra Clean Technology Systems And Service, INC.

- **Sponsor EIN:** 943144654

- **Sponsor Address:** 26462 CORPORATE AVENUE, HAYWARD, CA, 94545

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

- **Total Participants:** 1,772

- **Total Assets:** $147.0M

## 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|1,772|$147.0M|$3.0M|$11.7M|

| 2023|1,774|$126.0M|$3.3M|$12.2M|

| 2022|2,031|$105.9M|$3.1M|$12.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$209,231|—|$209,231|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$98,859|—|$98,859|

| STRATEGIC ADVISORS, INC.|ADVISOR|$40,723|—|$40,723|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $348,813

- **Estimated Expense Ratio:** 0.237% 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|$348,297|$139,583|$300|—|—|

| 2023|$304,270|$115,124|$600|—|—|

| 2022|$276,567|$25,207|—|—|—|

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