# Universal Property & Casualty 401(k) Plan
Source: https://planprovider.pro/companies/universal-property-casualty-401k-plan

> Universal Property & Casualty's 401(k) plan: 958 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Property & Casualty

- **Sponsor EIN:** 650789077

- **Sponsor Address:** 1110 WEST COMMERCIAL BLVD, FORT LAUDERDALE, FL, 33309

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

- **Total Participants:** 958

- **Total Assets:** $82.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|958|$82.7M|$3.7M|$6.1M|

| 2023|1,116|$68.4M|$3.7M|$6.1M|

| 2022|1,130|$52.7M|$3.4M|$5.5M|

## 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|

| ADP, INC.|RECORD KEEPER|$48,040|—|$48,040|

| PLANTE MORAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,040

- **Estimated Expense Ratio:** 0.058% 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|$48,041|$1,500|—|—|—|

| 2023|$39,969|—|—|—|—|

| 2022|$35,975|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/universal-property-casualty-401k-plan)

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