# United Contractors Midwest, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-contractors-midwest-inc-401k-plan

> United Contractors Midwest, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Contractors Midwest, INC.

- **Sponsor EIN:** 371409658

- **Sponsor Address:** 3151 ROBBINS ROAD, SPRINGFIELD, IL, 62704

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

- **Total Participants:** 207

- **Total Assets:** $57.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|207|$57.1M|$870,344|$1.6M|

| 2023|200|$54.0M|$833,490|$1.6M|

| 2022|203|$47.6M|$793,447|$1.5M|

## 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|RECORD KEEPER|$65,177|—|$65,177|

| MERRILL LYNCH CONSULTING SERVICES|INVESTMENT ADVISOR|$48,688|—|$48,688|

| KERBER, ERK, & BRAECKEL|AUDITING|$10,950|—|$10,950|

### Verified Provider Profiles

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

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

- [KERBER, ERK, & BRAECKEL](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — AUDITING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,815

- **Estimated Expense Ratio:** 0.218% 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|$126,754|$50,626|—|$10,950|—|

| 2023|$120,688|$49,447|—|$10,400|—|

| 2022|$114,675|$50,763|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-contractors-midwest-inc-401k-plan)

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