Plan Snapshot
- Plan Sponsor: United Labor Agency
- Sponsor EIN: 237180005
- Sponsor Address: 737 BOLIVAR ROAD, CLEVELAND, OH, 44115
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 61 | $7.1M | $353,876 | $139,416 |
| 2023 | 84 | $6.6M | $360,625 | $159,342 |
| 2022 | 82 | $5.8M | $360,246 | $161,394 |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — 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 | $7,493 | — | $7,493 | — | — |
| 2023 | $6,735 | — | $6,735 | — | — |
| 2022 | $12,475 | — | $12,475 | — | — |