# Uship, INC 401(k) Plan
Source: https://planprovider.pro/companies/uship-inc-401k-plan

> Uship, INC's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uship, INC

- **Sponsor EIN:** 721551725

- **Sponsor Address:** 708 CONGRESS AVENUE, AUSTIN, TX, 78701

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

- **Total Participants:** 114

- **Total Assets:** $16.0M

## 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|114|$16.0M|$448,269|$1.4M|

| 2023|129|$14.2M|$463,495|$1.4M|

| 2022|123|$10.6M|$430,820|$1.3M|

## 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|RECORDKEEPER|$78,624|—|$78,624|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$40,739|—|$40,739|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|—|$12,175|$12,175|

| PEGGY S. EDGE, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PEGGY S. EDGE, CPA, LLC](https://planprovider.pro/provider/peggy-s-edge-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,538

- **Estimated Expense Ratio:** 0.822% 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|$78,624|—|$78,624|—|—|

| 2023|$62,211|$59,782|$266|—|—|

| 2022|$56,031|—|—|—|$56,031|

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