Plan Snapshot
- Plan Sponsor: Universal Leaf Tobacco Company, INC.
- Sponsor EIN: 540741848
- Sponsor Address: 9201 FOREST HILL AVE, RICHMOND, VA, 23235
- Plan Type: 401(k)
- Total Participants: 1,880
- Total Assets: $121.2M
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 | 1,880 | $121.2M | $3.8M | $6.2M |
| 2023 | 3,262 | $109.1M | $3.6M | $5.8M |
| 2022 | 2,729 | $77.9M | $1.9M | $3.4M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $65,195 | — | $65,195 | — | — |
| 2023 | $36,818 | — | $36,818 | — | — |
| 2022 | $21,208 | — | $21,208 | — | — |