Plan Snapshot
- Plan Sponsor: Uncomn, LLC
- Sponsor EIN: 273263809
- Sponsor Address: 735 SEIBERT RD STE 1, SCOTT AFB, IL, 622251538
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 218 | $15.3M | $734,154 | $1.7M |
| 2023 | 221 | $12.2M | $772,335 | $1.5M |
| 2022 | 194 | $8.8M | $631,406 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $57,839 | — | $57,839 |
| EDWARD JONES | Investment Advisor | — | $31,961 | $31,961 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,800
- Estimated Expense Ratio: 0.587% 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 | $57,840 | — | $57,840 | — | — |
| 2023 | $69,252 | — | $69,252 | — | — |
| 2022 | $49,036 | — | — | — | — |