The 401(K) Plan Of Ucc Holdco, LLC — Form 5500 plan (Ucc Holdco, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The 401(K) Plan Of Ucc Holdco, LLC is a benefit plan reported by Ucc Holdco, LLC under EIN 26-3910825 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $92,831,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ucc Holdco, LLC
EIN
26-3910825
Plan number
001
Plan type
2
Location
Waukegan, IL
Latest filing year
2023
Participants
325
End-of-year plan assets
$92,831,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241010154223NAL0021367217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,831,282
Total liabilities (EOY)
$0
Net assets (EOY)
$92,831,282
Net assets (BOY)
$87,785,325

Income & contributions

Employer contributions
$2,815,258
Participant contributions
$2,887,690
Total contributions
$6,544,872
Total income / additions
$19,349,273

Expenses & distributions

Benefits paid
$4,409,659
Administrative expenses
$119,639
Total expenses
$4,549,618
Net increase / (decrease)
$14,799,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,612$02023
Fiducient Advisors LLCADVISOR$47,495not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,533not reported in the loaded dataset2023

Related Form 5500 pages