Plan Snapshot
- Plan Sponsor: United Minerals & Properties, INC.
- Sponsor EIN: 581934881
- Sponsor Address: 49 JACKSON LAKE RD STE 0, CHATSWORTH, GA, 307054107
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $10.0M
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 | 395 | $10.0M | $568,970 | $984,190 |
| 2023 | 399 | $8.3M | $472,012 | $803,874 |
| 2022 | 408 | $6.5M | $330,633 | $594,661 |
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 |
|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | CONTRACT ADMIN | $3,719 | $4,358 | $8,077 |
| WELLS FARGO ADVISORS FIN NE | INVESTMENT ADVISOR | $5,735 | — | $5,735 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,812
- Estimated Expense Ratio: 0.138% 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 | $15,502 | $5,735 | $9,767 | — | — |
| 2023 | $4,232 | — | $4,232 | — | — |
| 2022 | $3,232 | — | $3,232 | — | — |