Plan Snapshot
- Plan Sponsor: United States Pharmaceutical Gro
- Sponsor EIN: 651122695
- Sponsor Address: 100 SE 3RD AVE, 26TH FLOOR, FORT LAUDERDALE, FL, 33394
- Plan Type: 401(k)
- Total Participants: 822
- Total Assets: $38.4M
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 | 822 | $38.4M | $1.6M | $3.1M |
| 2023 | 1,280 | $44.6M | $2.5M | $5.1M |
| 2022 | 1,866 | $35.3M | $2.5M | $5.1M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT/FINANCIAL ADVI | $101,569 | — | $101,569 |
| ADP, INC. | RECORD KEEPER | $38,542 | — | $38,542 |
| LERROSARBEY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- LERROSARBEY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,111
- Estimated Expense Ratio: 0.365% 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 | $140,111 | $101,569 | — | — | — |
| 2023 | $131,272 | $94,827 | — | — | — |
| 2022 | $125,108 | — | — | — | — |