# Ultrafab, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ultrafab-inc-401k-plan

> Ultrafab, INC.'s 401(k) plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultrafab, INC.

- **Sponsor EIN:** 160984733

- **Sponsor Address:** 1050 HOOK RD, FARMINGTON, NY, 14425

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

- **Total Participants:** 270

- **Total Assets:** $24.4M

## 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|270|$24.4M|$451,368|$1.1M|

| 2023|280|$21.9M|$429,157|$1.1M|

| 2022|290|$19.0M|$438,102|$1.2M|

## 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|

| CANANDAIGUA NATIONAL BANK AND TRUST|NONE|$86,268|—|$86,268|

| DAVIE KAPLAN, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DAVIE KAPLAN, CPA](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,268

- **Estimated Expense Ratio:** 0.354% 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|$86,268|—|—|—|—|

| 2023|$74,422|—|—|—|—|

| 2022|$74,030|—|—|—|—|

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