Plan Snapshot
- Plan Sponsor: Universal Production Corporation
- Sponsor EIN: 311380080
- Sponsor Address: 1776 TAMARACK ROAD, NEWARK, OH, 430551359
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $3.9M
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 | 156 | $3.9M | $44,981 | $210,889 |
| 2023 | 118 | $3.7M | $51,625 | $245,033 |
| 2022 | 110 | $3.6M | $49,665 | $225,271 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS — 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 | $15,366 | — | $9,350 | — | — |
| 2023 | $8,250 | — | — | — | — |
| 2022 | $17,042 | — | $17,042 | — | — |