Plan Snapshot
- Plan Sponsor: Uslive Opco INC
- Sponsor EIN: 873315586
- Sponsor Address: 4400 POST OAK PARKWAY, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 173
- Total Assets: $8.6M
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 | 173 | $8.6M | $526,621 | $846,327 |
| 2023 | 183 | $8.0M | $396,549 | $605,428 |
| 2022 | 42 | $3.1M | $9,314 | $125,161 |
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 |
|---|---|---|---|---|
| RPG CONSULTANTS | Other Service Provider | $33,421 | — | $33,421 |
| PJS TAX PLANNING & BDJ WEALTH MANA | Other Service Provider | $20,769 | — | $20,769 |
| MID ATLANTIC TRUST COMPANY | Recordkeeper | $5,302 | — | $5,302 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MID ATLANTIC TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,492
- Estimated Expense Ratio: 0.691% 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 | $59,492 | $20,769 | — | — | — |
| 2023 | $241,154 | — | — | — | — |
| 2022 | $38,071 | — | — | — | — |