Plan Snapshot
- Plan Sponsor: Ussc Acquisition Corp.
- Sponsor EIN: 474495315
- Sponsor Address: 150 GORDON DRIVE, EXTON, PA, 19341
- Plan Type: 401(k)
- Plan Number: 511
- Total Participants: 0
- Total Assets: $920,357
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $920,357 | $2.4M | $0 |
| 2023 | 243 | $750,199 | $3.0M | $0 |
| 2022 | 183 | $170,746 | $2.4M | $0 |
| 2020 | 163 | $185,230 | $2.0M | $0 |
| 2019 | 162 | $133,846 | $1.7M | $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 |
|---|---|---|---|---|
| BROWN & BROWN OF PENNSYLVANIA | Investment Advisor | $105,502 | — | $105,502 |
| THE BENECON GROUP | Investment Advisor | $65,970 | — | $65,970 |
| CONNECTCARE3 | Other Service Provider | $17,130 | — | $17,130 |
| UMR | Other Service Provider | $13,410 | — | $13,410 |
| INNOVU | Investment Advisor | $12,412 | — | $12,412 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,424
- Estimated Expense Ratio: 23.298% 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 | $214,423 | — | $214,423 | — | — |
| 2023 | $173,816 | — | $173,816 | — | — |
| 2022 | $156,952 | — | $156,952 | — | — |
| 2020 | $191,914 | — | $191,914 | — | — |
| 2019 | $182,941 | — | — | — | — |