# Ultrasource LLC 401(k) Plan
Source: https://planprovider.pro/companies/ultrasource-llc-401k-plan

> Ultrasource LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pickett-chaney-and-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|

## Similar Plans

- [Nlc, INC.](https://planprovider.pro/companies/nlc-inc-401k-plan) — 50 participants

- [Prosys Fill, LLC](https://planprovider.pro/companies/prosys-fill-llc-401k-plan) — 48 participants

- [Bachman Machine Company](https://planprovider.pro/companies/bachman-machine-company-plan) — 44 participants

- [Headline Signs, INC.](https://planprovider.pro/companies/headline-signs-inc-401k-plan) — 2 participants

- [Alan Wire Company, INC.](https://planprovider.pro/companies/alan-wire-company-inc-401k-plan) — 366 participants

- [Aspeq Heating Group LLC](https://planprovider.pro/companies/aspeq-heating-group-llc-401k-plan) — 436 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ultrasource-llc-401k-plan)

© 2026 PlanProvider.Pro