Plan Snapshot
- Plan Sponsor: Usr Parent INC.
- Sponsor EIN: 821997669
- Sponsor Address: 500 STAPLES DRIVE, FRAMINGHAM, MA, 01702
- Plan Type: 401(k)
- Total Participants: 10,925
- Total Assets: $404.6M
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 | 10,925 | $404.6M | $6.1M | $18.5M |
| 2023 | 10,974 | $376.1M | $6.4M | $19.3M |
| 2022 | 11,452 | $318.1M | $6.4M | $19.8M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $513,881 | $50,000 | — | — | — |
| 2023 | $565,544 | $45,899 | — | — | — |
| 2022 | $601,540 | $65,000 | — | — | $900 |