# Universal Photonics INC 401(k) Plan
Source: https://planprovider.pro/companies/universal-photonics-inc-401k-plan

> Universal Photonics INC's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Photonics INC

- **Sponsor EIN:** 112665147

- **Sponsor Address:** 85 JETSON LN, CENTRAL ISLIP, NY, 117221202

- **Plan Type:** 401(k)

- **Total Participants:** 119

- **Total Assets:** $18.5M

## 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|119|$18.5M|$362,615|$882,644|

| 2023|116|$16.5M|$397,294|$864,700|

| 2022|142|$14.5M|$373,371|$793,635|

## 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|

| DOANE CPA FIRM LLC|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|$52,259|$36,278|$14,940|—|—|

| 2023|$45,686|$30,951|$13,875|—|—|

| 2022|$46,802|$31,788|$15,014|—|—|

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