Plan Snapshot
- Plan Sponsor: Uniquesource Products & Services
- Sponsor EIN: 231523064
- Sponsor Address: 500 BENT CREEK BOULEVARD, MECHANICSBURG, PA, 17050
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 47
- Total Assets: $33,465
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 47 | $33,465 | $998,222 | $0 |
| 2023 | 44 | $2,972 | $824,577 | $0 |
| 2022 | 43 | $80,420 | $64,619 | $0 |
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 |
|---|---|---|---|---|
| E.K. MCCONKEY & CO., INC. | Investment Advisor | $14,460 | — | $14,460 |
| THE BENECON GROUP, LLC | Investment Advisor | $12,155 | — | $12,155 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,615
- Estimated Expense Ratio: 79.531% 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 | $995,872 | — | — | — | — |
| 2023 | $870,612 | — | — | — | — |
| 2022 | $25,720 | — | — | — | — |