# U.S. Retirement Partners, INC. DC Plan
Source: https://planprovider.pro/companies/u-s-retirement-partners-inc-plan-001

> U.S. Retirement Partners, INC.'s DC plan: 801 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. Retirement Partners, INC.

- **Sponsor EIN:** 260829701

- **Sponsor Address:** 99 WOOD AVENUE SOUTH, ISELIN, NJ, 08830

- **Plan Type:** DC

- **Total Participants:** 801

- **Total Assets:** $85.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|801|$85.1M|$2.0M|$4.2M|

| 2023|782|$58.1M|$1.6M|$3.4M|

| 2022|696|$45.6M|$1.5M|$3.1M|

## 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|

| THE RETIREMENT PLAN COMPANY|NONE|$5,097|$7,682|$12,779|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE RETIREMENT PLAN COMPANY](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,779

- **Estimated Expense Ratio:** 0.015% 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|$5,097|—|$5,097|—|—|

| 2023|$23,294|$19,073|—|—|—|

| 2022|$5,459|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-s-retirement-partners-inc-plan-001)

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