# United States Information Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-states-information-systems-inc-401k-plan

> United States Information Systems, INC.'s 401(k) plan: 469 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United States Information Systems, INC.

- **Sponsor EIN:** 133479936

- **Sponsor Address:** 35 WEST JEFFERSON AVENUE, PEARL RIVER, NY, 10965

- **Plan Type:** 401(k)

- **Total Participants:** 469

- **Total Assets:** $47.4M

## 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.|

| 2024|469|$47.4M|$436,651|$3.4M|

| 2023|458|$43.7M|$330,893|$3.1M|

| 2022|462|$37.4M|$398,616|$2.9M|

## 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|

| ADP, INC|RECORDKEEPER|$72,792|—|$72,792|

| FIRST ALLIED SECURITIES INC|ADVISOR|$56,611|—|$56,611|

| CETERA RETIREMENT PLAN SPECIALISTS|PLAN ADMINISTRATOR|$31,500|—|$31,500|

| GRASSI & CO|ACCOUNTANT/AUDITOR|$25,687|—|$25,687|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [GRASSI & CO](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,590

- **Estimated Expense Ratio:** 0.394% 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|$206,906|—|—|—|—|

| 2023|$160,573|$142,036|—|—|—|

| 2022|$21,618|—|$21,618|—|—|

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