Plan Snapshot
- Plan Sponsor: Universal Services Of America, LP
- Sponsor EIN: 271562945
- Sponsor Address: 450 EXCHANGE, IRVINE, CA, 92602
- Plan Type: 401(k)
- Total Participants: 3,031
- Total Assets: $18.9M
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 | 3,031 | $18.9M | $2.0M | $1.5M |
| 2023 | 3,146 | $16.8M | $2.1M | $1.5M |
| 2022 | 4,060 | $14.7M | $2.0M | $1.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $259,966 | — | $259,966 |
| SAGEVIEW ADVISORY GROUP | ADVISORY | $43,428 | — | $43,428 |
| WITHUMSMITH+BROWN PC | AUDIT | $16,120 | — | $16,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP — ADVISORY
- WITHUMSMITH+BROWN PC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,514
- Estimated Expense Ratio: 1.691% 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 | $319,514 | $43,428 | — | $16,120 | — |
| 2023 | $367,451 | $38,012 | — | $15,580 | — |
| 2022 | $131,801 | $15,896 | — | — | $7,280 |