# U.S. Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-holdings-inc-590490595-001

> U.S. Holdings, INC.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S. Holdings, INC.

- **Sponsor EIN:** 590490595

- **Sponsor Address:** 3200 W. 84TH STREET, HIALEAH, FL, 33018

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 203

- **Total Assets:** $19.8M

## 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|203|$19.8M|$799,694|$971,439|

| 2023|209|$17.5M|$691,844|$874,335|

| 2022|190|$18.0M|$653,390|$856,830|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|Recordkeeper|$85,045|—|$85,045|

| OSAIC ADVISORY SERVICES LLC|Investment Advisor|$45,962|—|$45,962|

| DEFINITI, LLC|Recordkeeper|$29,331|—|$29,331|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $160,338

- **Estimated Expense Ratio:** 0.810% 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|$95,617|$47,790|$29,331|—|—|

| 2023|$95,455|—|$95,455|—|—|

| 2022|$89,829|—|$89,829|—|—|

## Similar Plans

- [U.S. Holdings, INC.](https://planprovider.pro/companies/u-s-holdings-inc-590490595-501) — 190 participants

- [U.S. Holdings, INC.](https://planprovider.pro/companies/u-s-holdings-inc-590490595-504) — 190 participants

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