Plan Snapshot
- Plan Sponsor: Usa Environmental, INC.
- Sponsor EIN: 593516898
- Sponsor Address: 720 BROOKER CREEK BLVD. SUITE 204, OLDSMAR, FL, 346772937
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 178
- Total Assets: $8.1M
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. |
|---|---|---|---|---|
| 2025 | 178 | $8.1M | $0 | $0 |
| 2024 | 119 | $8.9M | $76,320 | $300,968 |
| 2023 | 124 | $9.1M | $80,866 | $300,763 |
| 2022 | 135 | $9.1M | $92,866 | $280,862 |
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 PIERCE FENNER & SMITH | Investment Advisor | $25,171 | — | $25,171 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $20,783 | — | $20,783 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,954
- Estimated Expense Ratio: 0.567% 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 |
|---|---|---|---|---|---|
| 2025 | $2,252,046 | $26,275 | — | — | — |
| 2024 | $45,586 | $25,156 | — | — | — |
| 2023 | $47,583 | $26,932 | — | — | — |
| 2022 | $27,890 | — | $27,890 | — | — |