Plan Snapshot
- Plan Sponsor: United Bancorp, INC.
- Sponsor EIN: 341405357
- Sponsor Address: 201 S 4TH ST, MARTINS FERRY, OH, 439351311
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 77 | $6.6M | $154,061 | $458,424 |
| 2023 | 92 | $5.5M | $141,765 | $409,493 |
| 2022 | 91 | $4.7M | $135,460 | $396,479 |
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 |
|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES, INC. | NONE | $14,657 | — | $14,657 |
| KOZICKI HUGHES TICKERHOOF | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLAN ADMIN SERVICES, INC. — NONE
- KOZICKI HUGHES TICKERHOOF — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,657
- Estimated Expense Ratio: 0.223% 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 | $14,657 | — | $14,657 | — | — |
| 2023 | $15,596 | — | $5,000 | $3,500 | — |
| 2022 | $15,977 | — | $15,977 | — | — |