# Universal Avionics Systems Corporation 401(k) Plan
Source: https://planprovider.pro/companies/universal-avionics-systems-corporation-401k-plan

> Universal Avionics Systems Corporation&#39;s 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — NONE

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [BEACHFLEISCHMAN PLLC](https://planprovider.pro/provider/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|

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