# United States Veterans Initiative 401(k) Plan
Source: https://planprovider.pro/companies/united-states-veterans-initiative-401k-plan

> United States Veterans Initiative's 401(k) plan: 607 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 Veterans Initiative

- **Sponsor EIN:** 954382752

- **Sponsor Address:** 800 WEST SIXTH STREET SUITE, LOS ANGELES, CA, 90017

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

- **Total Participants:** 607

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|607|$13.5M|$505,657|$1.4M|

| 2023|599|$11.2M|$453,863|$1.2M|

| 2022|481|$8.4M|$458,027|$1.2M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$93,926|$18|$93,944|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|—|$40,000|$40,000|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,944

- **Estimated Expense Ratio:** 0.994% 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|$93,926|$2,897|$67,313|—|—|

| 2023|$23,281|—|$1,000|—|—|

| 2022|$4,664|$4,664|—|—|—|

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