# University Support Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/university-support-services-llc-401k-plan

> University Support Services, LLC's 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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