# United Distributors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-distributors-inc-401k-plan

> United Distributors, INC.'s 401(k) plan: 1,563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|

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