Plan Snapshot
- Plan Sponsor: Utility Trailer Manufacturing Company, LLC
- Sponsor EIN: 330264055
- Sponsor Address: 17295 RAILROAD STREET, CITY OF INDUSTRY, CA, 91748
- Plan Type: DC
- Total Participants: 2,832
- Total Assets: $443.6M
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 | 2,832 | $443.6M | $41.1M | $0 |
| 2023 | 3,188 | $419.6M | $77.2M | $0 |
| 2022 | 3,124 | $335.9M | $52.1M | $0 |
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 |
|---|---|---|---|---|
| ALLIANCE BERNSTEIN | INVESTMENT MGR | $402,522 | — | $402,522 |
| STATE STREET GLOBAL | INVESTMENT MGR | $52,818 | — | $52,818 |
| PRINCIPAL TRUST COMPANY | TRUSTEE | $47,301 | — | $47,301 |
| FUTUREPLAN | RECORDKEEPER | $32,000 | — | $32,000 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — TRUSTEE
- FUTUREPLAN — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $534,641
- Estimated Expense Ratio: 0.121% 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 | $532,805 | $452,840 | — | — | — |
| 2023 | $484,879 | $410,802 | — | — | — |
| 2022 | $480,662 | $408,798 | $39,864 | — | $32,000 |