Plan Snapshot
- Plan Sponsor: Bill Ussery Motors, INC.
- Sponsor EIN: 591992164
- Sponsor Address: 300 SEVILLA AVENUE, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $184 | $0 | $1.9M |
| 2022 | 474 | $37.3M | $818,686 | $2.5M |
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 INSURANCE COMPANY O | Recordkeeper | $143,264 | — | $143,264 |
| KESTRA ADVISORY SERVICES LLC | Other Service Provider | $37,354 | — | $37,354 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $32,200 | — | $32,200 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $19,926 | — | $19,926 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,744
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 | — | — | — | — | — |
| 2023 | $72,542 | — | — | — | — |
| 2022 | $70,680 | — | $70,680 | — | — |