# Universal City Development Partners, Ltd Universal Orlando 401(k) Plan
Source: https://planprovider.pro/companies/universal-city-development-partners-ltd-universal-orlando-401k-plan

> Universal City Development Partners, Ltd Universal Orlando's 401(k) plan: 22,093 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sb-and-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|—|—|

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