Plan Snapshot
- Plan Sponsor: Universities Space Research Association
- Sponsor EIN: 520892064
- Sponsor Address: 425 3RD STREET SW, SUITE 950, WASHINGTON, DC, 20024
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $92.3M
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 | 184 | $92.3M | $1.5M | $2.8M |
| 2023 | 222 | $85.7M | $1.5M | $3.2M |
| 2022 | 262 | $75.6M | $3.7M | $3.8M |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $159,151 | $54,164 | — | — | — |
| 2023 | $145,338 | $53,549 | — | — | — |
| 2022 | $183,281 | $52,578 | — | — | $25,800 |