Plan Snapshot
- Plan Sponsor: Usg Management Services Of Florida, INC.
- Sponsor EIN: 421615219
- Sponsor Address: 3810 NORTHDALE BLVD., STE 190, TAMPA, FL, 33624
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $16.5M
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 | 219 | $16.5M | $513,002 | $1.2M |
| 2023 | 210 | $13.9M | $490,414 | $1.1M |
| 2022 | 208 | $11.6M | $473,801 | $1.1M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | INVESTMENT ADVISOR | $45,527 | — | $45,527 |
| RETIREMENT SOLUTIONS SPECIALISTS | CONTRACT ADMIN | $19,545 | — | $19,545 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $14,631 | — | $14,631 |
| HACKER, JOHNSON & SMITH, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT ADVISOR
- HACKER, JOHNSON & SMITH, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,703
- Estimated Expense Ratio: 0.484% 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 | $139,398 | $52,766 | $86,632 | — | — |
| 2023 | $112,475 | $37,061 | $75,414 | — | — |
| 2022 | $95,264 | $39,607 | $55,657 | — | — |