Plan Snapshot
- Plan Sponsor: United Seating And Mobility, LLC
- Sponsor EIN: 431922598
- Sponsor Address: 805 BROOK STREET, SUITE 402, ROCKY HILL, CT, 06067
- Plan Type: 401(k)
- Total Participants: 2,952
- Total Assets: $149.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,952 | $149.5M | $3.8M | $12.6M |
| 2023 | 2,862 | $126.1M | $3.6M | $11.4M |
| 2022 | 2,948 | $102.3M | $3.4M | $10.5M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.013% 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 | $567,868 | $118,046 | — | $20,000 | — |
| 2023 | $416,020 | $128,282 | — | $24,500 | — |
| 2022 | $361,589 | $92,687 | $268,902 | — | — |