Plan Snapshot
- Plan Sponsor: U.S. Engineering Company Holdings
- Sponsor EIN: 460934113
- Sponsor Address: 3433 ROANOKE ROAD, KANSAS CITY, MO, 64111
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $51.8M
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 | 406 | $51.8M | $1.6M | $3.2M |
| 2023 | 368 | $44.3M | $1.5M | $2.9M |
| 2022 | 358 | $38.5M | $1.4M | $2.7M |
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 |
|---|---|---|---|---|
| BENEFIT TRUST COMPANY | TRUSTEE | $45,833 | — | $45,833 |
| ALLEN GIBBS & HOULIK | RECORDKEEPER | $34,101 | — | $34,101 |
| FCI ADVISORS | INVESTMENT PROVIDER | $18,648 | — | $18,648 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,582
- Estimated Expense Ratio: 0.190% 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 |
|---|---|---|---|---|---|
| 2024 | $98,582 | $18,648 | — | — | — |
| 2023 | $99,969 | $18,695 | — | — | — |
| 2022 | $102,400 | $20,210 | — | — | $82,190 |