# United 401(K) Plans, INC. Dba Elevate401(K) 401(k) Plan
Source: https://planprovider.pro/companies/united-401-k-plans-inc-dba-elevate401-k-401k-plan

> United 401(K) Plans, INC. Dba Elevate401(K)'s 401(k) plan: 269 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 Elevate401(K)

- **Sponsor EIN:** 205321813

- **Sponsor Address:** PO BOX 71570, SALT LAKE CITY, UT, 84171

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

- **Total Participants:** 269

- **Total Assets:** $2.3M

## 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|269|$2.3M|$312,919|$673,546|

| 2023|229|$987,317|$210,192|$478,545|

| 2022|29|$16,038|$3,485|$12,606|

## 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|

| LARSEN & COMPANY|Auditor|-$5|—|-$5|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** -$5

### 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|$15,102|—|—|-$5|—|

| 2023|$33,960|—|$5,115|—|—|

| 2022|$53|—|$53|—|—|

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