Plan Snapshot
- Plan Sponsor: United American Payroll, LLC
- Sponsor EIN: 383631024
- Sponsor Address: PO BOX 1768, TROY, MI, 48099
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $12.2M | $399,225 | $894,260 |
| 2023 | 252 | $10.9M | $438,786 | $777,113 |
| 2022 | 254 | $9.9M | $431,210 | $786,880 |
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 |
|---|---|---|---|---|
| KSDT CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $117,784 | $21,168 | $96,616 | — | — |
| 2023 | $98,599 | $15,561 | $74,438 | $8,600 | — |
| 2022 | $97,304 | $14,447 | $74,457 | — | $8,400 |