Plan Snapshot
- Plan Sponsor: Uss-Upi, LLC
- Sponsor EIN: 680088974
- Sponsor Address: 900 LOVERIDGE ROAD, PITTSBURG, CA, 94565
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $859,259 | $0 |
| 2022 | 136 | $8.1M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| MOSS ADAMS LLP | NONE | $21,500 | — | $21,500 |
| PRUDENTIAL RETIREMENT INSURANCE AND | NONE | $10,059 | — | $10,059 |
| BENEFIT FUNDING SERVICES GROUP | NONE | $8,333 | — | $8,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — NONE
- BENEFIT FUNDING SERVICES GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,892
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 |
|---|---|---|---|---|---|
| 2023 | $44,416 | — | $13,559 | $22,500 | — |
| 2022 | $42,075 | — | $10,059 | — | $29,833 |