Plan Snapshot
- Plan Sponsor: Universal Logistics Holding, INC.
- Sponsor EIN: 383640097
- Sponsor Address: 12755 E. NINE MILE ROAD, WARREN, MI, 480892010
- Plan Type: 401(k)
- Total Participants: 3,565
- Total Assets: $57.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,565 | $57.8M | $94,389 | $4.6M |
| 2023 | 2,957 | $53.0M | $100,261 | $4.2M |
| 2022 | 2,689 | $46.2M | $107,488 | $3.8M |
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 |
|---|---|---|---|---|
| MRPR GROUP P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MRPR GROUP P.C. — 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 | $19,509 | — | — | — | — |
| 2023 | $16,218 | — | — | — | — |
| 2022 | $12,040 | — | — | — | — |