Plan Snapshot
- Plan Sponsor: U'S Again, LLC
- Sponsor EIN: 510389245
- Sponsor Address: 1555 W. HAWTHORNE LANE, WEST CHICAGO, IL, 60185
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $1.7M
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 | 116 | $1.7M | $45,743 | $222,824 |
| 2023 | 139 | $1.6M | $37,732 | $224,560 |
| 2022 | 114 | $1.2M | $25,000 | $207,123 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,462 | $976 | — | — | — |
| 2023 | $16,635 | $1,861 | — | — | — |
| 2022 | $14,581 | $1,376 | — | — | $13,205 |