Plan Snapshot
- Plan Sponsor: Usc Consulting Group LP
- Sponsor EIN: 231953580
- Sponsor Address: 3000 BAYPORT DRIVE, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 48 | $13.2M | $374 | $538,938 |
| 2023 | 56 | $17.0M | $95,920 | $523,097 |
| 2022 | 56 | $16.2M | $209,759 | $476,045 |
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 |
|---|---|---|---|---|
| PURVIS, GRAY AND COMPANY, LLP | Auditor | — | — | $0 |
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 | $11,511 | — | — | — | — |
| 2023 | $67,151 | — | — | — | — |
| 2022 | $102,307 | — | — | — | — |