# Usa Spares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/usa-spares-inc-450493923-501

> Usa Spares, INC.&#39;s 401(k) plan: 50 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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