Plan Snapshot
- Plan Sponsor: Uscb, INC.
- Sponsor EIN: 952770443
- Sponsor Address: 355 S. GRAND AVENUE, SUITE 3200, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 197 | $15.9M | $228,355 | $466,355 |
| 2023 | 223 | $14.3M | $245,293 | $500,306 |
| 2022 | 213 | $12.0M | $249,689 | $484,530 |
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 |
|---|---|---|---|---|
| WIEGEL, SZEKEL AND FRISBY | 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 | $86,152 | — | — | — | — |
| 2023 | $76,796 | $53,641 | — | — | — |
| 2022 | $81,927 | — | — | — | $74,892 |