Plan Snapshot
- Plan Sponsor: Universal Display & Fixtures Company
- Sponsor EIN: 751436764
- Sponsor Address: 726 EAST STATE HIGHWAY 121, LEWISVILLE, TX, 75057
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 122 | $8.6M | $185,111 | $468,312 |
| 2023 | 116 | $7.8M | $196,145 | $443,039 |
| 2022 | 114 | $6.8M | $157,930 | $422,469 |
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 INS CO OF AMERICA | RECORDKEEPER | $22,151 | — | $22,151 |
| COMMERCE STREET INV ADV DBA COMMERC | INVESTMENT MGMT | $19,122 | — | $19,122 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $12,140 | — | $12,140 |
| ARMANINO LLP | CONTRACT ADMIN | $6,920 | $3,824 | $10,744 |
| THE BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — CONTRACT ADMIN
- THE BONADIO GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,157
- Estimated Expense Ratio: 0.749% 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 | $51,601 | — | $51,601 | — | — |
| 2023 | $47,261 | — | $47,261 | — | — |
| 2022 | $51,419 | — | — | — | $51,419 |