Plan Snapshot
- Plan Sponsor: Universal Pure Holdings, LLC
- Sponsor EIN: 800871967
- Sponsor Address: 100 H.D. WILLIAMS INDUSTRIAL DR., VILLA RICA, GA, 30180
- Plan Type: 401(k)
- Total Participants: 1,032
- Total Assets: $6.5M
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 | 1,032 | $6.5M | $294,346 | $619,978 |
| 2023 | 1,227 | $5.6M | $323,735 | $653,385 |
| 2022 | 573 | $3.7M | $248,650 | $478,247 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $53,120 | $20,507 | — | — | — |
| 2023 | $47,326 | $19,025 | — | — | — |
| 2022 | $36,270 | $16,794 | $19,476 | — | — |