# United Surety & Indemnity Co. DC Plan
Source: https://planprovider.pro/companies/united-surety-indemnity-co-plan

> United Surety & Indemnity Co.'s DC plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Surety & Indemnity Co.

- **Sponsor EIN:** 660457223

- **Sponsor Address:** P.O. BOX 2111, SAN JUAN, PR, 00922

- **Plan Type:** DC

- **Total Participants:** 115

- **Total Assets:** $8.4M

## 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|115|$8.4M|$294,495|$365,242|

| 2023|121|$7.2M|$252,785|$336,289|

| 2022|117|$6.8M|$238,611|$320,818|

## 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|

| RESOURCES INVESTMENT ADVISORS, LLC|INVESTMENT MGMT|$21,342|—|$21,342|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$18,000|—|$18,000|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$8,086|—|$8,086|

| DRIVEN, P.S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [DRIVEN, P.S.C.](https://planprovider.pro/provider/driven-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,428

- **Estimated Expense Ratio:** 0.564% 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|$46,907|$46,907|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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