# U.S. Money Reserve, INC. Dba U.S. Rare Coin & Bullion Reserve 401(k) Plan
Source: https://planprovider.pro/companies/u-s-money-reserve-inc-dba-u-s-rare-coin-bullion-reserve-401k-plan

> U.S. Money Reserve, INC. Dba U.S. Rare Coin & Bullion Reserve's 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** U.S. Money Reserve, INC. Dba U.S. Rare Coin & Bullion Reserve

- **Sponsor EIN:** 743013696

- **Sponsor Address:** 6500 RIVER PLACE BLVD. BLDG 3, SUIT, AUSTIN, TX, 78730

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

- **Total Participants:** 409

- **Total Assets:** $16.3M

## 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|409|$16.3M|$1.3M|$3.6M|

| 2023|353|$10.1M|$870,244|$2.4M|

| 2022|251|$6.0M|$637,264|$1.7M|

## 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|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$450|—|—|—|—|

| 2023|$7,692|—|—|—|—|

| 2022|$240|—|$240|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-s-money-reserve-inc-dba-u-s-rare-coin-bullion-reserve-401k-plan)

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