Plan Snapshot
- Plan Sponsor: U.S. Cad
- Sponsor EIN: 821676628
- Sponsor Address: 18831 BARDEEN AVE #200, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $9.8M
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 | 147 | $9.8M | $395,007 | $1.2M |
| 2023 | 130 | $7.0M | $262,908 | $931,939 |
| 2022 | 111 | $5.0M | $273,437 | $738,193 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $63,955 | $37,615 | — | — | — |
| 2023 | $48,496 | $27,674 | — | — | — |
| 2022 | $38,371 | $20,918 | $17,453 | — | — |