Plan Snapshot
- Plan Sponsor: U.S. Supply Company, INC.
- Sponsor EIN: 231656861
- Sponsor Address: P.O. BOX 367, W. CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 64
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 64 | $1.0M | $0 | $0 |
| 2024 | 70 | $664,126 | $1.0M | $316,681 |
| 2023 | 77 | $740,106 | $1.4M | $0 |
| 2022 | 72 | $903,218 | $1.1M | $340,601 |
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 BENECON GROUP | Investment Advisor | $81,604 | — | $81,604 |
| CBIZ, INC. (PA) | Investment Advisor | $72,241 | — | $72,241 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $37,813 | — | $37,813 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,658
- Estimated Expense Ratio: 18.307% 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 |
|---|---|---|---|---|---|
| 2025 | $924,639 | — | — | — | — |
| 2024 | $1,443,481 | — | — | — | — |
| 2023 | $1,575,046 | — | — | — | — |
| 2022 | $1,540,003 | — | — | — | — |