Plan Snapshot
- Plan Sponsor: United Supermarkets, L.L.C.
- Sponsor EIN: 750916445
- Sponsor Address: 7830 ORLANDO AVENUE, LUBBOCK, TX, 79423
- Plan Type: DB
- Total Participants: 55
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 55 | $3.4M | $850,000 | $0 |
| 2023 | 628 | $39.5M | $9.2M | $0 |
| 2022 | 706 | $31.0M | $400,000 | $0 |
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 |
|---|---|---|---|---|
| AON INVESTMENTS USA INC. | NONE | $439,156 | — | $439,156 |
| AON CONSULTING, INC. | NONE | $392,371 | — | $392,371 |
| WILLIS TOWERS WATSON US LLC | NONE | $276,120 | — | $276,120 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,107,647
- Estimated Expense Ratio: 32.546% 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 | $845,935 | $717,010 | — | — | — |
| 2023 | $600,247 | $281,750 | — | $55,000 | — |
| 2022 | $1,167,150 | $58,507 | — | — | $314,802 |