Plan Snapshot
- Plan Sponsor: Universal Protection Service, LP
- Sponsor EIN: 330973846
- Sponsor Address: 161 WASHINGTON STREET, SUITE 600, CONSHOHOCKEN, PA, 19428
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 213 | $2.3M | $0 | $0 |
| 2022 | 238 | $2.4M | $0 | $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 |
|---|---|---|---|---|
| NOVUS ADVISORS | Investment Advisor | $34,862 | — | $34,862 |
| SPECIALIZED PLAN ADMINISTRATORS | Recordkeeper | $30,216 | — | $30,216 |
| PENTEGRA SERVICES, INC. | Recordkeeper | $7,274 | — | $7,274 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVUS ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,352
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 | $18,324 | $8,398 | — | — | — |
| 2023 | $37,547 | $17,431 | — | — | — |
| 2022 | $44,406 | $20,318 | — | — | — |