Plan Snapshot
- Plan Sponsor: U.S. Epperson Underwriting Company
- Sponsor EIN: 440237350
- Sponsor Address: 207 WEST 25TH STREET, NEW YORK, NY, 100017159
- Plan Type: DB
- Total Participants: 0
- Total Assets: $47.5M
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. |
|---|---|---|---|---|
| 2023 | 0 | $47.5M | $0 | $0 |
| 2022 | 0 | $48.3M | $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 |
|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | Other Service Provider | $111,800 | — | $111,800 |
| CBIZ CPAS P.C. | Other Service Provider | $46,200 | — | $46,200 |
| MERRILL LYNCH | Investment Advisor | $12,674 | $7,750 | $20,424 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $11,116 | — | $11,116 |
| TUCKER & MELTZER, LLC | Other Service Provider | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,540
- Estimated Expense Ratio: 0.422% 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 |
|---|---|---|---|---|---|
| 2023 | $149,948 | — | $5,558 | $23,100 | — |
| 2022 | $105,943 | — | $1,456 | — | $86,638 |