Plan Snapshot
- Plan Sponsor: United Group Service Centers, INC.
- Sponsor EIN: 752270295
- Sponsor Address: 130 E JOHN CARPENTER FREEWAY, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 107 | $13.2M | $834,148 | $1.0M |
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 |
|---|---|---|---|---|
| AMERICAN FIDUCIARY SERVICES, INC. | RECORDKEEPER | $80,499 | — | $80,499 |
| COMERICA SECURITIES INC | SHAREHOLDER SERVICE PROV | — | $44,016 | $44,016 |
| UNITED GROUP SERVICE CENTERS, INC | PLAN SPONSOR | $30,227 | — | $30,227 |
| WHITLEY PENN LLP | AUDITOR | $22,400 | — | $22,400 |
| RPA FINANCIAL, LLC | INVESTMENT ADVISOR | $8,835 | — | $8,835 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $5,456 | — | $5,456 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,433
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 | $136,162 | — | $129,034 | — | — |
| 2022 | $151,421 | $8,835 | $73,809 | — | $67,141 |