# United States Pharmaceutical Gro 401(k) Plan
Source: https://planprovider.pro/companies/united-states-pharmaceutical-gro-401k-plan

> United States Pharmaceutical Gro's 401(k) plan: 822 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 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](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT/FINANCIAL ADVI

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

- [LERROSARBEY PLLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-states-pharmaceutical-gro-401k-plan)

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