Plan Snapshot
- Plan Sponsor: Ultrasource LLC
- Sponsor EIN: 431906745
- Sponsor Address: 1414 WEST 29TH STREET, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $13.5M | $247,810 | $651,913 |
| 2023 | 155 | $12.4M | $291,806 | $780,350 |
| 2022 | 161 | $13.0M | $290,677 | $794,262 |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | Auditor | $13,050 | — | $13,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,050
- Estimated Expense Ratio: 0.096% 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 | $61,176 | $19,452 | $28,674 | $13,050 | — |
| 2023 | $61,687 | $26,616 | $23,403 | $10,450 | — |
| 2022 | $105,473 | $73,500 | $19,760 | — | $12,213 |