Plan Snapshot
- Plan Sponsor: Universal Stainless & Alloy Products, INC.
- Sponsor EIN: 251724540
- Sponsor Address: 600 MAYER STREET, BRIDGEVILLE, PA, 15017
- Plan Type: 401(k)
- Total Participants: 699
- Total Assets: $36.2M
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 | 699 | $36.2M | $1.3M | $1.9M |
| 2023 | 669 | $33.9M | $1.1M | $1.6M |
| 2022 | 604 | $29.3M | $935,460 | $1.6M |
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 |
|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | TPA | — | $16,946 | $16,946 |
| BAIRD INSURANCE SERVICES INC | BROKER/DEALER | — | $11,231 | $11,231 |
| GOFF BACKA ALFERA & COMPANY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,177
- Estimated Expense Ratio: 0.078% 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 | $143,523 | — | $123,473 | — | — |
| 2023 | $89,315 | — | — | — | — |
| 2022 | $31,881 | — | $31,881 | — | — |