Plan Snapshot
- Plan Sponsor: Vuc INC.
- Sponsor EIN: 814958597
- Sponsor Address: 645 W HAMILTON STREET, STE 500, ALLENTOWN, PA, 18101
- Plan Type: 401(k)
- Total Participants: 3,245
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,245 | $38.6M | $1.5M | $3.2M |
| 2023 | 2,673 | $33.4M | $1.4M | $3.0M |
| 2022 | 2,380 | $25.8M | $1.3M | $2.6M |
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 INS CO. OF AMERICA | RECORDKEEPER | $99,969 | — | $99,969 |
| RAYMOND JAMES | INVESTMENT ADVISOR | $52,695 | — | $52,695 |
| PA RETIREMENT SOLUTIONS, INC. | TPA | $31,617 | — | $31,617 |
| BUCKNO LISICKY & COMPANY | AUDITOR | $13,000 | — | $13,000 |
| BUCKNO LISICKY & CO | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & COMPANY — AUDITOR
- BUCKNO LISICKY & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,281
- Estimated Expense Ratio: 0.544% 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 | $200,716 | $52,695 | $31,617 | $13,000 | — |
| 2023 | $183,629 | $44,704 | $25,180 | $24,000 | — |
| 2022 | $155,377 | $40,847 | $114,530 | — | — |