# United Biologics, LLC D/B/A United Allergy Services 401(k) Plan
Source: https://planprovider.pro/companies/united-biologics-llc-d-b-a-united-allergy-services-401k-plan

> United Biologics, LLC D/B/A United Allergy Services's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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