# University Research Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/university-research-co-llc-401k-plan

> University Research Co., LLC's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Research Co., LLC

- **Sponsor EIN:** 520939806

- **Sponsor Address:** 5404 WISCONSIN AVENUE, CHEVY CHASE, MD, 20815

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

- **Total Participants:** 151

- **Total Assets:** $46.6M

## 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|151|$46.6M|$698,461|$1.4M|

| 2023|99|$40.1M|$854,963|$1.2M|

| 2022|123|$35.9M|$839,307|$1.2M|

## 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|

| THE LUTS AND GREENLEIGH GROUP|ADVISOR|$83,103|—|$83,103|

| RUBINO & MCGEEHIN, CHARTERED|ACCOUNTANT/AUDITOR|$24,000|—|$24,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,268|—|$20,268|

### Verified Provider Profiles

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

- [RUBINO & MCGEEHIN, CHARTERED](https://planprovider.pro/provider/rubino-and-company-chartered) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,371

- **Estimated Expense Ratio:** 0.274% 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|$127,371|$83,103|—|$24,000|—|

| 2023|$88,850|$74,219|—|$17,500|—|

| 2022|$106,041|—|—|—|—|

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