# Universal Power Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/universal-power-group-inc-401k-plan

> Universal Power Group, INC.'s 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Power Group, INC.

- **Sponsor EIN:** 751288690

- **Sponsor Address:** 120 DIVIDEND DR., COPPELL, TX, 75019

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

- **Total Participants:** 216

- **Total Assets:** $7.0M

## 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|216|$7.0M|$100,737|$502,983|

| 2023|138|$6.8M|$122,835|$524,474|

| 2022|218|$6.2M|$81,395|$444,206|

## 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|

| NORTHWESTERN MUTUAL WEALTH MANAGEME|SERVICE PROVIDER|—|$9,605|$9,605|

| LPL FINANCIAL CORPORATION|SERVICE PROVIDER|—|$7,920|$7,920|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NORTHWESTERN MUTUAL WEALTH MANAGEME](https://planprovider.pro/provider/northwestern-mutual) — SERVICE PROVIDER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,525

- **Estimated Expense Ratio:** 0.250% 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|$4,315|$2,490|$1,625|—|—|

| 2023|$3,339|$1,539|$1,700|—|—|

| 2022|$2,111|—|—|—|—|

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