# Universal Services Of America, LP 401(k) Plan
Source: https://planprovider.pro/companies/universal-services-of-america-lp-401k-plan

> Universal Services Of America, LP's 401(k) plan: 3,031 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — ADVISORY

- [WITHUMSMITH+BROWN PC](https://planprovider.pro/provider/withumsmithbrown-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/universal-services-of-america-lp-401k-plan)

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