# United 401(K) Plans, INC. Dba 401(k) Plan
Source: https://planprovider.pro/companies/united-401-k-plans-inc-dba-401k-plan

> United 401(K) Plans, INC. Dba's 401(k) plan: 8,223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)](https://planprovider.pro/provider/the-vanguard-group-inc) — CONTRACT ADMINISTRATOR

- [GLOBAL RETIREMENT PARTNERS,LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [LARSEN & COMPANY](https://planprovider.pro/provider/hbme-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-401-k-plans-inc-dba-401k-plan)

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