Plan Snapshot
- Plan Sponsor: Universal Land Construction Company
- Sponsor EIN: 910952492
- Sponsor Address: 20306 144TH AVENUE NE, WOODINVILLE, WA, 98072
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 68 | $15.0M | $407,664 | $647,102 |
| 2023 | 72 | $13.0M | $437,062 | $631,501 |
| 2022 | 76 | $12.1M | $390,168 | $668,985 |
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 ADVISORY GROUP, LLC | INVESTMENT MGMT | $37,773 | — | $37,773 |
| SMITH & DEKAY PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,773
- Estimated Expense Ratio: 0.252% 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 | $42,515 | $42,515 | — | — | — |
| 2023 | $53,626 | $53,626 | — | — | — |
| 2022 | $61,294 | $61,294 | — | — | — |