# Usg Management Services Of Florida, INC. 401(k) Plan
Source: https://planprovider.pro/companies/usg-management-services-of-florida-inc-401k-plan

> Usg Management Services Of Florida, INC.'s 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [HACKER, JOHNSON & SMITH, PA](https://planprovider.pro/provider/hacker-johnson-and-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|—|—|

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