Plan Snapshot
- Plan Sponsor: Universal Services Of America, LP
- Sponsor EIN: 611790568
- Sponsor Address: 450 EXCHANGE, IRVINE, CA, 92602
- Plan Type: 401(k)
- Total Participants: 226,026
- Total Assets: $681.5M
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 | 226,026 | $681.5M | $13.1M | $84.6M |
| 2023 | 244,828 | $591.9M | $10.9M | $73.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $2,599,273 | — | $2,599,273 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $85,000 | — | $85,000 |
| WITHUMSMITH+BROWN, PC | NONE | $13,000 | — | $13,000 |
| WITHUMSMITH & BROWN, PC | Auditor | $13,000 | — | $13,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH & BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,710,273
- Estimated Expense Ratio: 0.398% 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 | $2,699,773 | $85,000 | — | $13,000 | — |
| 2023 | $2,110,755 | $85,000 | — | $9,360 | — |