# United Claim Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/united-claim-solutions-llc-401k-plan

> United Claim Solutions, LLC's 401(k) plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Claim Solutions, LLC

- **Sponsor EIN:** 815130313

- **Sponsor Address:** 100 W MATSONFORD RD BLDG 5 STE 444, WAYNE, PA, 190874559

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

- **Total Participants:** 528

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|528|$13.5M|$997,897|$2.0M|

| 2023|299|$9.1M|$637,123|$1.3M|

| 2022|213|$7.4M|$402,068|$835,980|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$30,688|—|$30,688|

| MARINER WEALTH ADVISORS|INVESTMENT ADVISORY|$21,302|$10|$21,312|

| RSM US LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,000

- **Estimated Expense Ratio:** 0.386% 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|$53,855|$23,167|$30,688|—|—|

| 2023|$54,318|$25,215|$29,103|—|—|

| 2022|$43,222|$21,302|$21,920|—|—|

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