Plan Snapshot
- Plan Sponsor: United Producers, INC.
- Sponsor EIN: 314284535
- Sponsor Address: 8351 N HIGH ST STE 250, COLUMBUS, OH, 432351440
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $14.7M
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 | $14.7M | $277,948 | $626,294 |
| 2023 | 177 | $12.7M | $259,368 | $607,319 |
| 2022 | 177 | $10.6M | $138,795 | $429,382 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,215 | $18,521 | $1,200 | — | — |
| 2023 | $16,147 | $16,463 | — | — | — |
| 2022 | $8,045 | $6,122 | — | — | — |