Plan Snapshot
- Plan Sponsor: United Call Center Solutions, LLC
- Sponsor EIN: 832018520
- Sponsor Address: 3824 CEDAR SPRINGS RD #801-1678, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 1,347
- Total Assets: $7.0M
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 | 1,347 | $7.0M | $319,780 | $1.3M |
| 2023 | 5,993 | $6.2M | $412,184 | $944,177 |
| 2022 | 5,532 | $4.7M | $410,309 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $94,349 | — | $94,349 |
| MILLER COOPER & CO LTD | AUDITOR | $23,500 | — | $23,500 |
| MILLER COOPER & CO., LTD | Auditor | $23,500 | — | $23,500 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | INVESTMENT ADVISOR | $11,263 | — | $11,263 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,756 | — | $9,756 |
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $8,077 | — | $8,077 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $170,445
- Estimated Expense Ratio: 2.420% 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 | $150,868 | $29,190 | — | $23,500 | — |
| 2023 | $58,307 | — | — | — | — |
| 2022 | $48,543 | — | $48,543 | — | — |