Plan Snapshot
- Plan Sponsor: Ultra Manufacturing (Usa), INC. D/B/A Mitchell Plastics
- Sponsor EIN: 200790265
- Sponsor Address: 1619 HWY 72 EAST, HUNTSVILLE, AL, 358119658
- Plan Type: 401(k)
- Total Participants: 549
- Total Assets: $9.6M
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. |
|---|---|---|---|---|
| 2025 | 549 | $9.6M | $0 | $0 |
| 2024 | 477 | $8.2M | $332,560 | $962,769 |
| 2023 | 525 | $8.0M | $386,597 | $876,334 |
| 2022 | 521 | $6.5M | $371,683 | $805,553 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 |
|---|---|---|---|---|---|
| 2025 | $65,085 | — | $65,085 | — | — |
| 2024 | $60,613 | — | $60,613 | — | — |
| 2023 | $47,691 | — | $47,691 | — | — |
| 2022 | $64,978 | — | — | — | — |