Plan Snapshot
- Plan Sponsor: United 401(K) Plans, INC. Dba
- Sponsor EIN: 205321813
- Sponsor Address: PO BOX 71570, SALT LAKE CITY, UT, 84171
- Plan Type: 401(k)
- Total Participants: 8,223
- Total Assets: $141.7M
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 | 8,223 | $141.7M | $9.2M | $19.7M |
| 2023 | 6,350 | $99.8M | $7.3M | $16.3M |
| 2022 | 5,321 | $68.2M | $7.0M | $14.7M |
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 |
|---|---|---|---|---|
| UNITED 401(K) | CONTRACT ADMINISTRATOR | $1,215,773 | — | $1,215,773 |
| GLOBAL RETIREMENT PARTNERS,LLC | INVESTMENT ADVISOR | $294,662 | — | $294,662 |
| LARSEN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UNITED 401(K) — CONTRACT ADMINISTRATOR
- GLOBAL RETIREMENT PARTNERS,LLC — INVESTMENT ADVISOR
- LARSEN & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,510,435
- Estimated Expense Ratio: 1.066% 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 | $796,385 | — | $796,385 | — | — |
| 2023 | $573,176 | — | $573,181 | — | — |
| 2022 | $411,379 | — | $411,379 | — | — |