Plan Snapshot
- Plan Sponsor: United Distributors, INC.
- Sponsor EIN: 580609141
- Sponsor Address: 5500 UNITED DRIVE, SMYRNA, GA, 30082
- Plan Type: 401(k)
- Total Participants: 1,563
- Total Assets: $125.4M
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 | 1,563 | $125.4M | $1.8M | $5.6M |
| 2023 | 1,574 | $113.6M | $1.8M | $5.3M |
| 2022 | 1,553 | $97.0M | $1.8M | $5.3M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $144,642 | — | $144,642 |
| PENSION FINANCIAL SERVICES, INC. | Other Service Provider | $29,868 | $91,213 | $121,081 |
| CARR, RIGGS, & INGRAM LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,723
- Estimated Expense Ratio: 0.212% 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 | $208,421 | — | — | — | — |
| 2023 | $404,651 | $157,752 | $64,785 | — | — |
| 2022 | $398,330 | $145,576 | $182,071 | — | $67,683 |