# United Workers Retirement Plan, INC. DC Plan
Source: https://planprovider.pro/companies/united-workers-retirement-plan-inc-plan

> United Workers Retirement Plan, INC.'s DC plan: 3,377 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [LORADY CPA PLLC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-workers-retirement-plan-inc-plan)

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