# Ust Global INC 401(k) Plan
Source: https://planprovider.pro/companies/ust-global-inc-401k-plan

> Ust Global INC's 401(k) plan: 3,713 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ust Global INC

- **Sponsor EIN:** 261539797

- **Sponsor Address:** 5 POLARIS WAY, ALISO VIEJO, CA, 926565374

- **Plan Type:** 401(k)

- **Total Participants:** 3,713

- **Total Assets:** $169.6M

## 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|3,713|$169.6M|$6.9M|$29.6M|

| 2023|3,770|$130.6M|$7.7M|$25.8M|

| 2022|3,785|$82.9M|$4.2M|$18.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$396,226|—|$396,226|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$134,733|—|$134,733|

| STEPHENS, REIDINGER & BELLER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

- [STEPHENS, REIDINGER & BELLER LLP](https://planprovider.pro/provider/stephens-reidinger-and-beller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $530,959

- **Estimated Expense Ratio:** 0.313% 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|$530,959|$134,733|$396,226|—|—|

| 2023|$389,533|$47,098|$342,435|—|—|

| 2022|$386,482|—|$386,482|—|—|

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