Plan Snapshot
- Plan Sponsor: Ushg, LLC
- Sponsor EIN: 133981536
- Sponsor Address: 853 BROADWAY, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 2,531
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,531 | $27.7M | $1.2M | $2.6M |
| 2023 | 1,496 | $25.0M | $1.3M | $3.2M |
| 2022 | 2,455 | $17.6M | $502,057 | $1.4M |
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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY LLP | Auditor | $27,137 | — | $27,137 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,137
- Estimated Expense Ratio: 0.098% 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 | $146,482 | $37,878 | — | $27,137 | — |
| 2023 | $132,726 | $29,049 | — | $41,863 | — |
| 2022 | $100,705 | — | — | — | — |