Plan Snapshot
- Plan Sponsor: United Drill Bushing Corporation
- Sponsor EIN: 952299561
- Sponsor Address: 12200 WOODRUFF AVENUE, DOWNEY, CA, 90241
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $2.6M
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 | 78 | $2.6M | $18,091 | $128,963 |
| 2023 | 83 | $2.3M | $19,275 | $142,688 |
| 2022 | 92 | $1.8M | $17,609 | $127,314 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK, CPA — 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 | $174,948 | — | $17,945 | — | — |
| 2023 | $38,628 | — | $14,921 | — | — |
| 2022 | $14,477 | — | — | — | — |