Plan Snapshot
- Plan Sponsor: Universal Projects INC. T/A Ace Distributing
- Sponsor EIN: 232576501
- Sponsor Address: 100 MIFFLIN DRIVE, WRIGHTSVILLE, PA, 17368
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 125
- Total Assets: $4.0M
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. |
|---|---|---|---|---|
| 2025 | 125 | $4.0M | $0 | $0 |
| 2024 | 107 | $4.1M | $99,240 | $271,435 |
| 2023 | 98 | $3.7M | $89,247 | $264,806 |
| 2022 | 99 | $3.0M | $103,820 | $260,267 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | Other Service Provider | $35,988 | — | $35,988 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,988
- Estimated Expense Ratio: 0.898% 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 |
|---|---|---|---|---|---|
| 2025 | $1,056,434 | $30,838 | $5,150 | — | — |
| 2024 | $37,109 | $31,994 | $5,115 | — | — |
| 2023 | $33,094 | $27,807 | $5,287 | — | — |
| 2022 | $31,373 | $25,876 | $5,497 | — | — |