# Usa Properties Fund, INC. 401(k) Plan
Source: https://planprovider.pro/companies/usa-properties-fund-inc-401k-plan

> Usa Properties Fund, INC.'s 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Usa Properties Fund, INC.

- **Sponsor EIN:** 953584895

- **Sponsor Address:** 3200 DOUGLAS BLVD, ROSEVILLE, CA, 956614238

- **Plan Type:** 401(k)

- **Total Participants:** 321

- **Total Assets:** $34.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|321|$34.7M|$767,061|$2.3M|

| 2023|315|$31.9M|$776,079|$2.2M|

| 2022|320|$26.4M|$677,006|$1.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$160,363|—|$160,363|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISORY|—|$73,211|$73,211|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $233,574

- **Estimated Expense Ratio:** 0.672% 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|$160,363|—|$160,363|—|—|

| 2023|$140,249|—|$140,249|—|—|

| 2022|$129,069|—|$129,069|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/usa-properties-fund-inc-401k-plan)

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