Plan Snapshot
- Plan Sponsor: United Workers Retirement Plan, INC.
- Sponsor EIN: 873318230
- Sponsor Address: 4615 WALZEM ROAD, SAN ANTONIO, TX, 78218
- Plan Type: DC
- Total Participants: 3,377
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 3,377 | $17.6M | $1.3M | $655,722 |
| 2022 | 272 | $1.7M | $221,768 | $42,602 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $191,166 | — | $191,166 |
| MGKS | NONE | $66,154 | — | $66,154 |
| UNITED WORKERS RETIREMENT | NONE | $41,136 | — | $41,136 |
| RETIREMENT PLAN ADVISORS | NONE | $23,238 | — | $23,238 |
| CHEK TAN AND COMPANY | NONE | $16,000 | — | $16,000 |
| LORADY CPA PLLC | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- LORADY CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $345,694
- Estimated Expense Ratio: 1.966% 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 |
|---|---|---|---|---|---|
| 2023 | $161,948 | $6,816 | $20,568 | $8,000 | — |
| 2022 | $30,578 | — | $7,067 | — | — |