Plan Snapshot
- Plan Sponsor: United Employee Services, INC.
- Sponsor EIN: 593482298
- Sponsor Address: 2420 ENTERPRISE ROAD, SUITE 100, CLEARWATER, FL, 337631703
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 511
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 511 | $9.7M | $366,302 | $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 |
|---|---|---|---|---|
| SOUNDERS FINANCIAL ADVISORS | Other Service Provider | $17,581 | — | $17,581 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $6,837 | — | $6,837 |
| JOHN HANCOCK LIFE INSURANCE CO | Recordkeeper | $6,622 | — | $6,622 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
- JOHN HANCOCK LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,040
- Estimated Expense Ratio: 0.320% 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 |
|---|---|---|---|---|---|
| 2023 | $104,664 | $24,418 | $44,035 | — | — |