Plan Snapshot
- Plan Sponsor: Upchurch Companies Retirement, LLC
- Sponsor EIN: 850974239
- Sponsor Address: 2606 BALDWIN ROAD, GREENWOOD, MS, 38930
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $17.3M
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 | 437 | $17.3M | $369,094 | $1.6M |
| 2023 | 346 | $13.5M | $323,653 | $1.3M |
| 2022 | 330 | $11.6M | $253,464 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $204,034 | — | — | — | — |
| 2023 | $158,723 | — | — | — | — |
| 2022 | $92,947 | $63,944 | $29,003 | — | — |