Plan Snapshot
- Plan Sponsor: Universal City Development Partners, Ltd Universal Orlando
- Sponsor EIN: 593128514
- Sponsor Address: 1000 UNIVERSAL STUDIOS PLAZA, ORLANDO, FL, 328197601
- Plan Type: 401(k)
- Total Participants: 22,093
- Total Assets: $833.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,093 | $833.9M | $42.7M | $62.5M |
| 2023 | 21,662 | $661.2M | $36.1M | $51.3M |
| 2022 | 19,075 | $512.6M | $29.8M | $41.7M |
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 |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | $14,970 | — | $14,970 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,970
- Estimated Expense Ratio: 0.002% 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 | $353,134 | $58,693 | $1,800 | $14,970 | — |
| 2023 | $293,756 | $42,926 | $2,100 | $14,393 | — |
| 2022 | $323,945 | $38,360 | $285,585 | — | — |