Plan Snapshot
- Plan Sponsor: U.S. Special Delivery, LLC
- Sponsor EIN: 382491121
- Sponsor Address: 821 EAST BLVD, KINGSFORD, MI, 498024435
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 186 | $4.0M | $54,500 | $369,287 |
| 2023 | 196 | $3.9M | $71,929 | $407,700 |
| 2022 | 202 | $3.9M | $95,218 | $375,236 |
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 INSURANCE COMPANY | Recordkeeper | $23,963 | — | $23,963 |
| KERBERROSE WEALTH MANAGEMENT LLC | Investment Advisor | $9,757 | — | $9,757 |
| RETIREMENT PLAN PARTNERS, LLC | Other Service Provider | $5,300 | $3,903 | $9,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE WEALTH MANAGEMENT LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,923
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 |
|---|---|---|---|---|---|
| 2025 | $1,113,811 | — | $22,621 | — | — |
| 2024 | $40,148 | — | $40,148 | — | — |
| 2023 | $40,212 | — | $40,212 | — | — |
| 2022 | $39,422 | — | $39,422 | — | — |