# Universal Field Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/universal-field-services-inc-401k-plan

> Universal Field Services, INC.'s 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Field Services, INC.

- **Sponsor EIN:** 730676799

- **Sponsor Address:** 6737 S. 85TH EAST AVENUE, TULSA, OK, 74133

- **Plan Type:** 401(k)

- **Total Participants:** 305

- **Total Assets:** $19.5M

## 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|305|$19.5M|$355,130|$1.1M|

| 2023|297|$19.8M|$159,415|$1.1M|

| 2022|353|$17.1M|$160,590|$1.0M|

## 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|

| CONKLIN GILPIN & WERTZ P.L.L.C.|Auditor|$12,500|—|$12,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,500

- **Estimated Expense Ratio:** 0.064% 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|$34,038|—|$21,538|$12,500|—|

| 2023|$31,913|—|$19,413|$12,500|—|

| 2022|$23,944|—|$1,506|—|$22,438|

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