Plan Snapshot
- Plan Sponsor: United Actuarial Services, INC.
- Sponsor EIN: 352156428
- Sponsor Address: 11590 NORTH MERIDIAN STREET, CARMEL, IN, 46032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $12.5M
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. |
|---|
| 2025 | 49 | $12.5M | $100,861 | $550,933 |
| 2023 | 55 | $9.8M | $89,034 | $514,821 |
| 2022 | 47 | $7.7M | $80,102 | $443,961 |
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