Plan Snapshot
- Plan Sponsor: Uniland Development Corporation
- Sponsor EIN: 161314578
- Sponsor Address: 100 CORPORATE PARKWAY SUITE 500, AMHERST, NY, 14226
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $23.3M
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 | 106 | $23.3M | $253,512 | $893,785 |
| 2023 | 104 | $20.8M | $274,361 | $872,675 |
| 2022 | 101 | $18.5M | $251,204 | $880,223 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $68,781 | $5,952 | $74,733 |
| ADP, INC. | RECORD KEEPER | $34,811 | — | $34,811 |
| BONADIO & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BONADIO & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,544
- Estimated Expense Ratio: 0.471% 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 | $103,593 | $68,782 | — | — | — |
| 2023 | $90,185 | $60,875 | — | — | — |
| 2022 | $92,235 | — | — | — | — |