# United Overseas Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-overseas-holdings-inc-401k-plan

> United Overseas Holdings, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Overseas Holdings, INC.

- **Sponsor EIN:** 474914644

- **Sponsor Address:** 2 EAST 61ST STREET, NEW YORK, NY, 100218402

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

- **Total Participants:** 207

- **Total Assets:** $27.0M

## 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|207|$27.0M|$261,278|$960,609|

| 2023|195|$24.2M|$247,279|$814,679|

| 2022|163|$20.7M|$237,905|$793,007|

## 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|

| LPL FINANCIAL|INVESTMENT/FINANCIAL ADVI|$52,059|—|$52,059|

| ADP, INC.|RECORD KEEPER|$8,444|—|$8,444|

| KNAV CPA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [KNAV CPA LLP](https://planprovider.pro/provider/knav-cpa-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,503

- **Estimated Expense Ratio:** 0.224% 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|$60,503|$52,059|—|—|—|

| 2023|$53,542|$45,191|—|—|—|

| 2022|$53,858|—|—|—|—|

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

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