# Union State Bank 401(k) Plan
Source: https://planprovider.pro/companies/union-state-bank-401k-plan-001-5110

> Union State Bank's 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union State Bank

- **Sponsor EIN:** 630215110

- **Sponsor Address:** PO BOX 647, PELL CITY, AL, 35125

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

- **Total Participants:** 67

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|67|$4.6M|$157,764|$0|

| 2023|74|$4.2M|$0|$154,159|

| 2022|76|$3.8M|$0|$146,870|

## 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|

| CARR RIGGS & INGRAM, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$98,794|—|—|—|—|

| 2023|$137,735|—|—|—|—|

| 2022|$10,462|—|—|—|—|

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