Plan Snapshot
- Plan Sponsor: Urschel Laboratories, INC.
- Sponsor EIN: 350726105
- Sponsor Address: 1200 CUTTING EDGE DRIVE, CHESTERTON, IN, 46304
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $124.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 512 | $124.4M | $716,572 | $4.5M |
| 2023 | 509 | $129.2M | $664,642 | $4.3M |
| 2022 | 490 | $108.3M | $642,684 | $3.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $119,382 | — | $119,382 |
| FIDUCIENT ADVISORS LLC | Investment Advisor | $79,236 | — | $79,236 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $35,171 | — | $35,171 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,789
- Estimated Expense Ratio: 0.188% 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 | $234,089 | $114,407 | — | — | — |
| 2023 | $209,019 | $93,461 | — | — | — |
| 2022 | $155,580 | $93,542 | $60,838 | — | $1,200 |