# United Call Center Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/united-call-center-solutions-llc-401k-plan

> United Call Center Solutions, LLC's 401(k) plan: 1,347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-cooper-and-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|—|—|

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