# Union Special LLC 401(k) Plan
Source: https://planprovider.pro/companies/union-special-llc-262167565-002

> Union Special LLC's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Special LLC

- **Sponsor EIN:** 262167565

- **Sponsor Address:** 1 UNION SPECIAL PLZ, HUNTLEY, IL, 601427007

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

- **Plan Number:** 002

- **Total Participants:** 90

- **Total Assets:** $12.0M

## 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.|

| 2025|90|$12.0M|$17,393|$272,165|

| 2024|81|$11.2M|$13,699|$309,892|

| 2023|84|$11.1M|$14,246|$308,395|

| 2022|90|$10.9M|$16,419|$333,381|

## 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|

| FAIRHAVEN WEALTH MANAGEMENT, LLC|Investment Advisor|$28,243|$13|$28,256|

| FORV/S MAZARS|Other Service Provider|$15,855|$1,100|$16,955|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,211

- **Estimated Expense Ratio:** 0.378% 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|

| 2025|$1,008,299|—|—|—|—|

| 2024|$50,036|$30,778|$3,404|$15,854|—|

| 2023|$54,724|$26,870|$12,045|$15,809|—|

| 2022|$68,082|$30,800|$19,801|—|$17,481|

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