Plan Snapshot
- Plan Sponsor: Usa Gateway INC.
- Sponsor EIN: 752329016
- Sponsor Address: 600 DATA DRIVE, PLANO, CT, 75075
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $9.8M
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 | 183 | $9.8M | $72,126 | $446,650 |
| 2023 | 186 | $9.5M | $77,706 | $439,153 |
| 2022 | 195 | $8.2M | $67,724 | $416,950 |
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 |
|---|---|---|---|---|
| TKC WEALTH MANAGEMENT LLC | Investment Advisor | $13,303 | — | $13,303 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,303
- Estimated Expense Ratio: 0.135% 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 | $14,705 | $13,303 | — | — | — |
| 2023 | $39,331 | $26,479 | — | — | — |
| 2022 | $29,839 | — | $29,839 | — | — |