Plan Snapshot
- Plan Sponsor: U.S. Legal Support, INC.
- Sponsor EIN: 760523238
- Sponsor Address: 16825 NORTHCHASE DR SUITE 900, HOUSTON, TX, 77060
- Plan Type: 401(k)
- Total Participants: 807
- Total Assets: $42.2M
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 | 807 | $42.2M | $303,015 | $3.8M |
| 2023 | 755 | $38.2M | $0 | $3.5M |
| 2022 | 781 | $32.4M | $621,803 | $3.9M |
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 |
|---|---|---|---|---|
| MELTON & MELTON, L.L.P. | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.019% 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 | $155,722 | — | $64,836 | $8,000 | — |
| 2023 | $196,459 | — | $180,991 | $15,468 | — |
| 2022 | $201,418 | — | $201,418 | — | — |