Plan Snapshot
- Plan Sponsor: United Service Companies Holdings Ii, LLC
- Sponsor EIN: 453952463
- Sponsor Address: 1550 S. INDIANA AVENUE, CHICAGO, IL, 60605
- Plan Type: 401(k)
- Total Participants: 8,185
- Total Assets: $9.5M
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 | 8,185 | $9.5M | $331,398 | $887,758 |
| 2023 | 7,313 | $7.9M | $147,612 | $631,722 |
| 2022 | 1,777 | $6.9M | $486,689 | $549,367 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,866 | $36,297 | — | — | — |
| 2023 | $47,073 | $18,411 | — | — | — |
| 2022 | $59,670 | $30,200 | — | — | $29,402 |