Plan Snapshot
- Plan Sponsor: United Producers, INC.
- Sponsor EIN: 314284535
- Sponsor Address: 8351 NORTH HIGH STREET, SUITE 250, COLUMBUS, OH, 43235
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 65
- Total Assets: $135,863
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 65 | $135,863 | $0 | $0 |
| 2024 | 70 | $7,386 | $823,208 | $434,672 |
| 2023 | 116 | $0 | $0 | $0 |
| 2022 | 116 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $88,497 | — | $88,497 |
| MCGOHAN BRABENDER (DUBLIN) | Investment Advisor | $27,790 | — | $27,790 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $7,305 | — | $7,305 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,592
- Estimated Expense Ratio: 90.968% 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 |
|---|---|---|---|---|---|
| 2025 | $1,320,603 | — | — | — | — |
| 2024 | $1,317,031 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |