Plan Snapshot
- Plan Sponsor: United Consulting Group, Ltd.
- Sponsor EIN: 581881430
- Sponsor Address: 625 HOLCOMB BRIDGE ROAD, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $21.7M
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 | 143 | $21.7M | $266,475 | $768,271 |
| 2023 | 156 | $19.0M | $293,535 | $785,260 |
| 2022 | 154 | $16.6M | $301,668 | $818,713 |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — 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 | $15,872 | — | — | — | — |
| 2023 | $15,488 | — | — | — | — |
| 2022 | $1,875 | — | $1,875 | — | — |