Plan Snapshot
- Plan Sponsor: Universal Nutrition
- Sponsor EIN: 222302481
- Sponsor Address: 3 TERMINAL ROAD, NEW BRUNSWICK, NJ, 08901
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $16.9M
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 | 166 | $16.9M | $199,426 | $756,467 |
| 2023 | 197 | $14.3M | $170,525 | $587,186 |
| 2022 | 190 | $11.8M | $188,794 | $615,533 |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES — 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 | $8,182 | $3,312 | — | — | — |
| 2023 | $8,524 | $3,160 | — | — | — |
| 2022 | $9,549 | — | — | — | — |