Plan Snapshot
- Plan Sponsor: United Parcel Service Of America, INC.
- Sponsor EIN: 951732075
- Sponsor Address: 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 84,091
- Total Assets: $14.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 84,091 | $14.2B | $620.2M | $467.9M |
| 2023 | 95,250 | $13.1B | $674.1M | $494.5M |
| 2022 | 102,231 | $11.3B | $266.9M | $465.5M |
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 |
|---|---|---|---|---|
| VOYA | NONE | $9,704,044 | — | $9,704,044 |
| THE BANK OF NEW YORK MELLON | NONE | $3,002,414 | — | $3,002,414 |
| BLACKROCK | NONE | $1,388,405 | — | $1,388,405 |
| WILLIS TOWERS WATSON | NONE | $230,033 | — | $230,033 |
| QDRO BENEFITS FIRM | NONE | $92,783 | — | $92,783 |
| DELOITTE & TOUCHE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACKROCK — NONE
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,417,679
- Estimated Expense Ratio: 0.102% 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 | $11,304,215 | $8,190,751 | — | — | — |
| 2023 | $11,136,509 | $1,025,153 | — | — | — |
| 2022 | $12,435,228 | $995,879 | $3,264,850 | — | $8,174,499 |