Plan Snapshot
- Plan Sponsor: University Support Services, LLC
- Sponsor EIN: 208105776
- Sponsor Address: 3500 SUNRISE HIGHWAY, GREAT RIVER, NY, 11739
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $28.7M
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 | 249 | $28.7M | $945,753 | $2.0M |
| 2023 | 326 | $25.3M | $898,916 | $2.0M |
| 2022 | 298 | $20.8M | $998,181 | $2.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | NONE | $66,701 | — | $66,701 |
| GRANT THORNTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,701
- Estimated Expense Ratio: 0.232% 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 | $128,159 | $66,701 | $61,458 | — | — |
| 2023 | $107,294 | $56,730 | $45,634 | — | — |
| 2022 | $101,351 | $50,314 | $47,797 | — | — |