# Umbra Cuscinetti, INC. 401(k) Plan
Source: https://planprovider.pro/companies/umbra-cuscinetti-inc-401k-plan

> Umbra Cuscinetti, INC.'s 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umbra Cuscinetti, INC.

- **Sponsor EIN:** 911091579

- **Sponsor Address:** 6707 HARDESON ROAD, EVERETT, WA, 98203

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

- **Total Participants:** 73

- **Total Assets:** $6.9M

## 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|73|$6.9M|$86,253|$417,506|

| 2023|75|$6.0M|$130,882|$358,975|

| 2022|66|$5.1M|$55,217|$324,401|

## 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|

| ASCENSUS LLC|NONE|$12,139|—|$12,139|

| SMITH BUNDAY BERMAN BRITTON, P.S.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,139

- **Estimated Expense Ratio:** 0.176% 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|$12,139|—|$12,139|—|—|

| 2023|$13,686|—|$13,686|—|—|

| 2022|$12,946|—|$12,946|—|—|

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