# Uv Logistics, LLC Dba United Vision Logistics 401(k) Plan
Source: https://planprovider.pro/companies/uv-logistics-llc-401k-plan

> Uv Logistics, LLC Dba United Vision Logistics&#39;s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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