Plan Snapshot
- Plan Sponsor: United Biologics, LLC D/B/A United Allergy Services
- Sponsor EIN: 271026885
- Sponsor Address: 10250 JOHN SAUNDERS#790009, SAN ANTONIO, TX, 78279
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $5.8M
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 | 176 | $5.8M | $102,206 | $648,176 |
| 2023 | 195 | $5.4M | $108,034 | $661,675 |
| 2022 | 203 | $4.5M | $114,754 | $682,388 |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | INVESTMENT ADVISORY | — | $26,762 | $26,762 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $8,027 | — | $8,027 |
| BODWELL VASEK WELLS DESIMONE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,789
- Estimated Expense Ratio: 0.598% 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 | $8,027 | — | $8,027 | — | — |
| 2023 | $8,021 | — | $8,021 | — | — |
| 2022 | $7,638 | — | $7,638 | — | — |