Plan Snapshot
- Plan Sponsor: U.S. Waterproofing
- Sponsor EIN: 362515794
- Sponsor Address: 81 REMINGTON ROAD, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $10.1M
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 | 372 | $10.1M | $284,683 | $929,942 |
| 2023 | 299 | $8.0M | $177,507 | $576,770 |
| 2022 | 164 | $7.5M | $189,665 | $570,325 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $36,261 | — | $36,261 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $22,282 | — | $22,282 |
| MILLER COOPER & CO. LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- MILLER COOPER & CO. LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,543
- Estimated Expense Ratio: 0.578% 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 | $58,543 | $22,282 | — | — | — |
| 2023 | $27,224 | $2,985 | — | — | — |
| 2022 | $26,035 | — | — | — | — |