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

> United Initiators, INC.'s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Initiators, INC.

- **Sponsor EIN:** 522276606

- **Sponsor Address:** 555 GARDEN STREET, ELYRIA, OH, 44035

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

- **Total Participants:** 150

- **Total Assets:** $22.3M

## 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|150|$22.3M|$1.1M|$746,570|

| 2023|148|$21.0M|$920,842|$732,268|

| 2022|146|$17.8M|$860,720|$753,605|

## 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|

| MMA SECURITIES|ADVISOR|$44,835|—|$44,835|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,779|—|$6,779|

| BOWMAN & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOWMAN & COMPANY LLP](https://planprovider.pro/provider/bowman-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,614

- **Estimated Expense Ratio:** 0.231% 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|$51,614|$44,835|—|—|—|

| 2023|$50,222|$42,044|—|—|—|

| 2022|$46,003|—|—|—|—|

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

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