Plan Snapshot
- Plan Sponsor: Universal Avionics Systems Corporation
- Sponsor EIN: 611861935
- Sponsor Address: 3260 EAST UNIVERSAL WAY, TUCSON, AZ, 85706
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $64.8M
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 | 333 | $64.8M | $1.3M | $2.6M |
| 2023 | 334 | $58.7M | $1.2M | $2.6M |
| 2022 | 329 | $51.7M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| NWPS | NONE | $48,761 | — | $48,761 |
| RBC WEALTH MANAGEMENT | NONE | $9,023 | — | $9,023 |
| BEACHFLEISCHMAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- RBC WEALTH MANAGEMENT — NONE
- BEACHFLEISCHMAN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,784
- Estimated Expense Ratio: 0.089% 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 | $57,784 | — | — | — | — |
| 2023 | $66,915 | $8,050 | — | — | — |
| 2022 | $88,677 | $24,696 | — | — | $63,981 |