Plan Snapshot
- Plan Sponsor: United Parcel Service Company
- Sponsor EIN: 131686691
- Sponsor Address: 1400 NORTH HURSTBOURNE PARKWAY, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 1,912
- Total Assets: $508.1M
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 | 1,912 | $508.1M | $7.3M | $23.5M |
| 2023 | 1,825 | $445.9M | $6.4M | $21.2M |
| 2022 | 1,811 | $379.8M | $6.4M | $20.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $179,320 | — | $179,320 |
| ALLAN BILLER AND ASS | ERISA Attorney | $17,078 | — | $17,078 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- ALLAN BILLER AND ASS — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,398
- Estimated Expense Ratio: 0.039% 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 | $169,789 | $169,789 | — | — | — |
| 2023 | $182,004 | $182,004 | — | — | — |
| 2022 | $244,788 | $244,788 | — | — | — |