# Unverferth Manufacturing Company, INC. DC Plan
Source: https://planprovider.pro/companies/unverferth-manufacturing-company-inc-plan

> Unverferth Manufacturing Company, INC.'s DC plan: 1,223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unverferth Manufacturing Company, INC.

- **Sponsor EIN:** 340936989

- **Sponsor Address:** P.O. BOX 357, KALIDA, OH, 45853

- **Plan Type:** DC

- **Total Participants:** 1,223

- **Total Assets:** $234.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,223|$234.8M|$10.3M|$7.0M|

| 2023|1,335|$206.8M|$7.3M|$6.2M|

| 2022|957|$171.6M|$6.6M|$4.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$121,199|—|$121,199|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$46,000|—|$46,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$19,151|—|$19,151|

| REA & ASSOCIATES, INC.|ACCOUNTANT/AUDITOR|$15,000|—|$15,000|

### Verified Provider Profiles

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

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [REA & ASSOCIATES, INC.](https://planprovider.pro/provider/rea-and-associates-inc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $201,350

- **Estimated Expense Ratio:** 0.086% 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|$201,350|$19,151|$600|$15,000|—|

| 2023|$125,314|$6,802|—|$12,000|—|

| 2022|$103,379|—|—|—|—|

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