Plan Snapshot
- Plan Sponsor: Usa Spares, INC.
- Sponsor EIN: 450493923
- Sponsor Address: 1729 W. TRINDLE ROAD, CARLISLE, PA, 17015
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 50
- Total Assets: $291,713
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 50 | $291,713 | $0 | $0 |
| 2024 | 54 | $107,252 | $517,785 | $40,818 |
| 2023 | 46 | $181,837 | $407,496 | $58,510 |
| 2022 | 37 | $284,715 | $352,802 | $122,401 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $43,999 | — | $43,999 |
| STRICKLER AGENCY INC. | Investment Advisor | $12,592 | — | $12,592 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,006 | — | $6,006 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,597
- Estimated Expense Ratio: 21.458% 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 | $443,798 | — | — | — | — |
| 2024 | $662,816 | — | — | — | — |
| 2023 | $557,709 | — | — | — | — |
| 2022 | $417,335 | — | — | — | — |