Plan Snapshot
- Plan Sponsor: Urban Engineering And Associates, INC.
- Sponsor EIN: 540976021
- Sponsor Address: 7712 LITTLE RIVER TURNPIKE, ANNANDALE, VA, 22003
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $13.2M
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 | 109 | $13.2M | $217,047 | $748,762 |
| 2023 | 102 | $11.8M | $184,905 | $642,284 |
| 2022 | 105 | $10.4M | $174,326 | $634,706 |
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 |
|---|---|---|---|---|
| POTOMAC WEALTH MANAGEMENT | NONE | $32,564 | — | $32,564 |
| ASCENSUS LLC | NONE | $17,232 | — | $17,232 |
| MULLEN, SONDBERG, WIMBISH & STONE, | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,796
- Estimated Expense Ratio: 0.376% 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 | $49,796 | $32,564 | $17,232 | — | — |
| 2023 | $46,103 | $29,973 | $16,130 | — | — |
| 2022 | $47,360 | $31,355 | $16,005 | — | — |