Plan Ledger DOL Form 5500 · updated monthly

2012 Usp Holdings, Inc.401(k)

2012 USP HOLDINGS, INC. 401(K) PLAN · REISEL, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

2012 Usp Holdings, Inc. reported $7,831 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.10% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,202nd-largest of 5,688 plans among Texas employers on file, and 1,108th of 2,199 in information & media. active participation has grown from 271 to 402 since 2022.

Plan summary
Net assets, end of year$17,510,726
Participants with balances279
Active participants402
Employer contributions—
Employee contributions$1,593,375
Employer contribution per active participant—
Average account balance$62,762
Benefits paid to participants$643,493
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 279 accts
2023$14.5M · 266 accts
2022$11.4M · 248 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,831
Total administrative$7,831
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,430
NATIONAL PROFESSIONAL PLANNING GROU · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,831 · 0.05%
2023$5,368 · 0.04%
2022$11,748 · 0.10%
Same employer
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Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 461623533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.