Plan Snapshot
- Plan Sponsor: Uspiritus INC.
- Sponsor EIN: 610471572
- Sponsor Address: 3121 BROOKLAWN CAMPUS DRIVE, LOUISVILLE, KY, 40218
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 137
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 137 | $2.6M | $124,626 | $243,245 |
| 2023 | 108 | $2.1M | $103,590 | $168,150 |
| 2022 | 187 | $2.6M | $121,767 | $237,747 |
| 2021 | 256 | $3.3M | $113,611 | $245,137 |