Plan Snapshot
- Plan Sponsor: United Collection Bureau, INC. And Subsidiaries
- Sponsor EIN: 344479789
- Sponsor Address: 5620 SOUTHWYCK BLVD., TOLEDO, OH, 43614
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $6.8M
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 | 182 | $6.8M | $69,408 | $635,103 |
| 2023 | 413 | $8.5M | $63,305 | $662,511 |
| 2022 | 319 | $7.1M | $67,220 | $607,271 |
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 |
|---|---|---|---|---|
| MIRA + KOLENA, LTD | Auditor | — | — | $0 |
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 | $35,344 | — | $35,344 | — | — |
| 2023 | $40,925 | — | $40,925 | — | — |
| 2022 | $48,008 | — | $48,008 | — | — |