Plan Snapshot
- Plan Sponsor: United Communications, INC.
- Sponsor EIN: 611359441
- Sponsor Address: 4410 BISHOP LANE, LOUISVILLE, KY, 402184506
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $10.5M
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 | 353 | $10.5M | $702,951 | $269,872 |
| 2023 | 210 | $9.4M | $253,379 | $651,649 |
| 2022 | 230 | $8.3M | $233,866 | $620,233 |
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 |
|---|---|---|---|---|
| MATHER & CO., LLC | 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 | $61,296 | $28,772 | $17,600 | — | — |
| 2023 | $37,259 | — | — | — | — |
| 2022 | $36,798 | $36,798 | — | — | — |