# Union Joints LLC 401(k) Plan
Source: https://planprovider.pro/companies/union-joints-llc-401k-plan

> Union Joints LLC's 401(k) plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Joints LLC

- **Sponsor EIN:** 454376515

- **Sponsor Address:** 90 N. MAIN ST., CLARKSTON, MI, 48346

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

- **Total Participants:** 546

- **Total Assets:** $9.3M

## 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|546|$9.3M|$294,581|$556,069|

| 2023|512|$8.5M|$317,673|$602,582|

| 2022|415|$7.5M|$335,680|$638,016|

## 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|CONTRACT ADMINISTRATOR|$42,625|—|$42,625|

| THE BENEFIT ADVANTAGE|TPA|$4,096|$15,965|$20,061|

| STIFEL NICOLAUS & CO INC|RIA|—|$19,169|$19,169|

| SHINDEL ROCK & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STIFEL NICOLAUS & CO INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — RIA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,855

- **Estimated Expense Ratio:** 0.878% 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|$54,502|$3,789|$46,721|—|—|

| 2023|$65,016|—|$8,859|—|—|

| 2022|$60,769|$55,122|$5,647|—|—|

## Similar Plans

- [Hotel Investment Services, INC](https://planprovider.pro/companies/hotel-investment-services-inc-401k-plan) — 551 participants

- [Infotree Global Solutions Corp](https://planprovider.pro/companies/infotree-global-solutions-corp-401k-plan) — 619 participants

- [Escalent, INC.](https://planprovider.pro/companies/escalent-inc-401k-plan) — 633 participants

- [Continental Management, LLC](https://planprovider.pro/companies/continental-management-llc-401k-plan-001-4031) — 450 participants

- [Vista Springs LLC](https://planprovider.pro/companies/vista-springs-llc-plan-001) — 408 participants

- [Spendmend, LLC](https://planprovider.pro/companies/spendmend-llc-401k-plan) — 383 participants

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

© 2026 PlanProvider.Pro