Plan Snapshot
- Plan Sponsor: Usa Swimming, INC.
- Sponsor EIN: 204264282
- Sponsor Address: 1 OLYMPIC PLAZA, COLORADO SPRINGS, CO, 809095770
- Plan Type: DC
- Total Participants: 83
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 83 | $17.3M | $783,360 | $837,439 |
| 2023 | 90 | $17.8M | $702,382 | $770,408 |
| 2022 | 81 | $14.0M | $632,311 | $611,053 |
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 |
|---|---|---|---|---|
| STOCKMAN, KAST, RYAN AND CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN, KAST, RYAN AND CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,280 | — | — | — | — |
| 2023 | $1,530 | — | — | — | — |
| 2022 | $755 | — | — | — | $755 |