# Umc Group (Usa) 401(k) Plan
Source: https://planprovider.pro/companies/umc-group-usa-401k-plan

> Umc Group (Usa)'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:** Umc Group (Usa)

- **Sponsor EIN:** 770468157

- **Sponsor Address:** 488 DEGUIGNE DR, SUNNYVALE, CA, 94085

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

- **Total Participants:** 73

- **Total Assets:** $43.7M

## 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|$43.7M|$311,444|$1.4M|

| 2023|61|$37.3M|$319,060|$1.4M|

| 2022|56|$33.0M|$274,402|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$77,724|—|$77,724|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,236|—|$5,236|

| THE PUN GROUP, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [THE PUN GROUP, LLP](https://planprovider.pro/provider/the-pun-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,960

- **Estimated Expense Ratio:** 0.190% 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|$82,960|$5,236|—|—|—|

| 2023|-$24,237|$3,874|—|—|—|

| 2022|-$10,194|$1,946|—|—|—|

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