Plan Snapshot
- Plan Sponsor: Usan, INC.
- Sponsor EIN: 581817028
- Sponsor Address: 2160 KINGSTON COURT, MARIETTA, GA, 30067
- Plan Type: DC
- Total Participants: 165
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 165 | $28.4M | $0 | $1.9M |
| 2023 | 169 | $24.3M | $0 | $1.7M |
| 2022 | 143 | $19.8M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS LLC — 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 | $79,336 | $39,425 | $20,008 | — | — |
| 2023 | $67,364 | -$2,553 | $69,917 | — | — |
| 2022 | $75,678 | — | $75,678 | — | — |