# University Book Store INC 401(k) Plan
Source: https://planprovider.pro/companies/university-book-store-inc-910450340-001

> University Book Store INC's 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Book Store INC

- **Sponsor EIN:** 910450340

- **Sponsor Address:** 4326 UNIVERSITY WAY NE, SEATTLE, WA, 98105

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

- **Plan Number:** 001

- **Total Participants:** 67

- **Total Assets:** $21.6M

## 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|67|$21.6M|$138,220|$293,529|

| 2023|59|$20.0M|$157,976|$288,907|

| 2022|74|$21.7M|$144,247|$268,093|

## 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|

| NATIONWIDE LIFE INSURANCE|Recordkeeper|$34,527|—|$34,527|

| GALLAGHER FIDUCIARY ADVISORYS,LLC|Investment Advisor|$10,008|—|$10,008|

| ADP BROKER-DEALER|Recordkeeper|$7,070|—|$7,070|

### Verified Provider Profiles

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

- [NATIONWIDE LIFE INSURANCE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Recordkeeper

- [GALLAGHER FIDUCIARY ADVISORYS,LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,605

- **Estimated Expense Ratio:** 0.239% 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|$51,605|$10,008|$34,527|—|—|

| 2023|$43,137|$21,869|—|—|—|

| 2022|$40,146|—|—|—|—|

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