Plan Snapshot
- Plan Sponsor: United Bancorp, INC.
- Sponsor EIN: 341405357
- Sponsor Address: 201 SOUTH FOURTH STREET, MARTINS FERRY, OH, 439351311
- Plan Type: DB
- Total Participants: 87
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $9.9M | $793,557 | $0 |
| 2023 | 85 | $8.4M | $742,000 | $0 |
| 2022 | 85 | $7.0M | $744,000 | $0 |
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 |
|---|---|---|---|---|
| ALESCO ADVISORS | NONE | $37,120 | — | $37,120 |
| BPAS ACTUARIAL AND PENSION SERVICES | NONE | $31,080 | — | $31,080 |
| KOZICKI HUGHES TICKERHOOF PLLC | NONE | $19,500 | — | $19,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,700
- Estimated Expense Ratio: 0.890% 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 | $80,630 | $37,120 | — | $10,000 | — |
| 2023 | $65,836 | $30,074 | — | $9,500 | — |
| 2022 | $65,061 | $27,962 | — | — | $35,789 |