# United Grinding North America In 401(k) Plan
Source: https://planprovider.pro/companies/united-grinding-north-america-in-401k-plan

> United Grinding North America In's 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Grinding North America In

- **Sponsor EIN:** 133246026

- **Sponsor Address:** 2100 UNITED GRINDING BLVD, MIAMISBURG, OH, 45342

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

- **Total Participants:** 138

- **Total Assets:** $32.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|138|$32.1M|$370,238|$1.9M|

| 2023|145|$28.6M|$354,998|$1.8M|

| 2022|138|$25.3M|$317,412|$1.7M|

## 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|

| EVERHART FINANCIAL GROUP, INC|INVESTMENT/FINANCIAL ADVI|$40,755|—|$40,755|

| ADP, INC.|RECORD KEEPER|$23,979|—|$23,979|

| BRADY WARE & SCHOENFELD INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EVERHART FINANCIAL GROUP, INC](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BRADY WARE & SCHOENFELD INC.](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,734

- **Estimated Expense Ratio:** 0.201% 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|$64,734|$40,755|—|—|—|

| 2023|$56,805|$34,641|—|—|—|

| 2022|$64,622|—|—|—|—|

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