# United Chester Industries, INC., Dba United Mechanical 401(k) Plan
Source: https://planprovider.pro/companies/united-chester-industries-inc-dba-united-mechanical-401k-plan

> United Chester Industries, INC., Dba United Mechanical's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Chester Industries, INC., Dba United Mechanical

- **Sponsor EIN:** 752171197

- **Sponsor Address:** 11540 PLANO RD, DALLAS, TX, 75243

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $20.1M

## 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|200|$20.1M|$352,329|$1.5M|

| 2023|195|$17.4M|$369,784|$1.3M|

| 2022|169|$14.7M|$268,900|$1.2M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$7,685|—|$7,685|

| TURNER STONE & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TURNER STONE & COMPANY](https://planprovider.pro/provider/turner-stone-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,685

- **Estimated Expense Ratio:** 0.038% 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|$7,685|—|—|—|—|

| 2023|$6,410|—|—|—|—|

| 2022|$7,031|—|—|—|—|

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