Plan Snapshot
- Plan Sponsor: U.S. Engineering Company Holdings
- Sponsor EIN: 460934113
- Sponsor Address: 3433 ROANOKE ROAD, KANSAS CITY, MO, 64111
- Plan Type: DC
- Total Participants: 404
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 404 | $8.0M | $0 | $0 |
| 2023 | 366 | $5.6M | $0 | $0 |
| 2022 | 358 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALLEN GIBBS & HOULIK, LC | NONE | $16,045 | — | $16,045 |
| FCI ADVISORS | INVESTMENT PROVIDER | $5,623 | — | $5,623 |
| 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: $21,668
- Estimated Expense Ratio: 0.272% 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 | $24,668 | $5,623 | — | — | — |
| 2023 | $26,658 | $5,808 | — | — | — |
| 2022 | $26,848 | $8,389 | — | — | $18,459 |