Plan Snapshot
- Plan Sponsor: Uv Logistics, LLC Dba United Vision Logistics
- Sponsor EIN: 261727767
- Sponsor Address: 400 EAST KALISTE SALOOM ROAD, LAFAYETTE, LA, 70508
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $8.9M
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 | 163 | $8.9M | $283,408 | $718,697 |
| 2023 | 151 | $8.8M | $169,238 | $664,377 |
| 2022 | 146 | $7.9M | $118,302 | $533,927 |
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 |
|---|---|---|---|---|
| ERICKSEN KRENTEL, LLP | Auditor | $5,036 | — | $5,036 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,036
- Estimated Expense Ratio: 0.056% 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 | $31,531 | $18,612 | — | $5,036 | — |
| 2023 | $16,665 | $110 | — | — | — |
| 2022 | $15,292 | — | — | — | $15,292 |