# Upper Peninsula Power Company 401(k) Plan
Source: https://planprovider.pro/companies/upper-peninsula-power-company-381280574-501

> Upper Peninsula Power Company's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upper Peninsula Power Company

- **Sponsor EIN:** 381280574

- **Sponsor Address:** 1002 HARBOR HILLS DRIVE, MARQUETTE, MI, 49855

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

- **Plan Number:** 501

- **Total Participants:** 192

- **Total Assets:** $27.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|192|$27.2M|$3.0M|$1.1M|

| 2023|183|$26.3M|$2.7M|$977,987|

| 2022|176|$24.3M|$2.5M|$977,061|

## 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|

| STATE STREET BANK AND TRUST|Other Service Provider|$35,492|—|$35,492|

| TOWERS WATSON INVESTMENT SVC INC|Other Service Provider|$31,084|—|$31,084|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$16,000|—|$16,000|

| CLIFTONLARSONALLEN LLP|Auditor|$8,650|—|$8,650|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,226

- **Estimated Expense Ratio:** 0.335% 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|$91,225|$42,513|—|$8,650|—|

| 2023|$87,009|$30,160|—|—|—|

| 2022|$82,023|$37,320|—|—|$44,703|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upper-peninsula-power-company-381280574-501)

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