Plan Snapshot
- Plan Sponsor: Universal Industrial Sales INC
- Sponsor EIN: 870458991
- Sponsor Address: 433 NORTH 1030 WEST, LINDON, UT, 84042
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $8.7M
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 | 212 | $8.7M | $258,587 | $492,218 |
| 2023 | 198 | $7.1M | $240,919 | $443,112 |
| 2022 | 189 | $5.6M | $229,311 | $410,188 |
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 |
|---|---|---|---|---|
| TRAVELLER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAVELLER & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $11,341 | $11,341 | — | — | — |
| 2023 | $8,722 | $8,722 | — | — | — |
| 2022 | $7,242 | $7,242 | — | — | — |