# Upson Company 401(k) Plan
Source: https://planprovider.pro/companies/upson-company-401k-plan

> Upson Company's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upson Company

- **Sponsor EIN:** 820455046

- **Sponsor Address:** 4512 E USTICK RD, CALDWELL, ID, 836056801

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

- **Total Participants:** 94

- **Total Assets:** $5.3M

## 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|94|$5.3M|$176,907|$281,263|

| 2023|92|$4.6M|$303,781|$250,516|

| 2022|74|$3.5M|$286,689|$205,270|

## 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|

| SORREN 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|$47,646|—|$47,646|—|—|

| 2023|$29,959|—|$29,959|—|—|

| 2022|$47,309|—|$47,309|—|—|

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