Plan Snapshot
- Plan Sponsor: U.S. Digital Corporation
- Sponsor EIN: 330127603
- Sponsor Address: 1400 NE 136TH AVENUE, VANCOUVER, WA, 98684
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 130
- Total Assets: $22.7M
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. |
|---|---|---|---|---|
| 2025 | 130 | $22.7M | $0 | $0 |
| 2024 | 105 | $19.3M | $414,026 | $703,326 |
| 2023 | 103 | $16.1M | $387,033 | $595,940 |
| 2022 | 107 | $12.9M | $376,025 | $582,552 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $38,999 | — | $38,999 |
| CHARLES SCHWAB | Other Service Provider | — | $6,398 | $6,398 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,397
- Estimated Expense Ratio: 0.200% 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 |
|---|---|---|---|---|---|
| 2025 | $996,467 | — | $39,001 | — | — |
| 2024 | $38,418 | — | $38,418 | — | — |
| 2023 | $39,995 | — | $39,995 | — | — |
| 2022 | $48,041 | — | $48,041 | — | — |