Plan Snapshot
- Plan Sponsor: Usg Corporation
- Sponsor EIN: 363329400
- Sponsor Address: 550 WEST ADAMS STREET, CHICAGO, IL, 60661
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 6,416
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6,416 | $1.0B | $16.6M | $62.6M |
| 2023 | 6,127 | $889.4M | $14.5M | $55.0M |
| 2022 | 5,865 | $766.1M | $14.2M | $50.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $363,560 | — | $363,560 |
| CAPITAL STRATEGIES INVESTMENT GROU | Investment Advisor | $76,875 | — | $76,875 |
| MCDERMOTT WILL & EMERY | ERISA Attorney | $42,478 | — | $42,478 |
| MARSH USA LLC | Insurance Carrier | $38,829 | — | $38,829 |
| PLANTE & MORAN, PLLC | Auditor | $29,150 | — | $29,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MARSH USA LLC — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $550,892
- Estimated Expense Ratio: 0.055% 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 |
|---|---|---|---|---|---|
| 2024 | $567,576 | — | $2,700 | $29,150 | — |
| 2023 | $526,067 | $75,000 | $6,900 | $25,600 | — |
| 2022 | $577,135 | — | — | — | — |