Plan Snapshot
- Plan Sponsor: United Biosource LLC
- Sponsor EIN: 463047667
- Sponsor Address: 1000 CONTINENTAL DRIVE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 1,626
- Total Assets: $108.2M
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 | 1,626 | $108.2M | $4.5M | $8.5M |
| 2023 | 1,725 | $94.4M | $3.9M | $7.7M |
| 2022 | 1,588 | $73.9M | $3.4M | $6.4M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
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 | $74,386 | $34,773 | $39,613 | — | — |
| 2023 | $42,223 | $14,293 | $27,930 | — | — |
| 2022 | $33,171 | $11,615 | $21,556 | — | — |