Plan Snapshot
- Plan Sponsor: Uttermost Company
- Sponsor EIN: 541023188
- Sponsor Address: 3325 GRASSY HILL ROAD, ROCKY MOUNT, VA, 24151
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $14.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $14.5M | $389,243 | $733,708 |
| 2023 | 218 | $13.2M | $352,729 | $745,604 |
| 2022 | 179 | $11.0M | $245,012 | $610,013 |
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 |
|---|---|---|---|---|
| SPENCER, HAGER AND MOSDELL PC | 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 | $9,339 | $2,339 | $5,550 | — | — |
| 2023 | $6,891 | $1,641 | $3,850 | — | — |
| 2022 | $4,987 | — | — | — | — |