# Universal Bearings, LLC DC Plan
Source: https://planprovider.pro/companies/universal-bearings-llc-plan-001

> Universal Bearings, LLC's DC plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Bearings, LLC

- **Sponsor EIN:** 260762205

- **Sponsor Address:** 431 N. BIRKEY PO BOX 38, BREMEN, IN, 46506

- **Plan Type:** DC

- **Total Participants:** 309

- **Total Assets:** $25.7M

## 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.|

| 2024|309|$25.7M|$572,769|$924,984|

| 2023|296|$24.8M|$553,087|$873,919|

| 2022|283|$22.2M|$593,443|$930,242|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$96,153|—|$96,153|

| ROBERT W BAIRD & CO INCORPORATED|INVESTMENT ADVISOR|$37,060|—|$37,060|

| DULIN,WARD & DEWALD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DULIN,WARD & DEWALD, INC.](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $133,213

- **Estimated Expense Ratio:** 0.519% 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|$131,990|$37,060|$96,153|—|—|

| 2023|$116,936|$33,441|$83,455|—|—|

| 2022|$21,103|—|$11,674|—|—|

## Similar Plans

- [Madison Precision Products, INC.](https://planprovider.pro/companies/madison-precision-products-inc-401k-plan) — 343 participants

- [Intat Precision, INC](https://planprovider.pro/companies/intat-precision-inc-401k-plan) — 353 participants

- [80/20, LLC](https://planprovider.pro/companies/80-20-llc-401k-plan) — 385 participants

- [Micrometl Corporation](https://planprovider.pro/companies/micrometl-corporation-401k-plan) — 405 participants

- [Ardagh Metal Packaging Usa Corp.](https://planprovider.pro/companies/ardagh-metal-packaging-usa-corp-plan-020) — 541 participants

- [Conn-Selmer, INC.](https://planprovider.pro/companies/conn-selmer-inc-401k-plan-008) — 590 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/universal-bearings-llc-plan-001)

© 2026 PlanProvider.Pro