Plan Ledger DOL Form 5500 · updated monthly

U.S. Holdings, Inc.401(k)

U.S. HOLDINGS, INC. ET AL 401(K) PLAN · HIALEAH, FL · plan year 2024

Reported admin expense ratio · 2024
0.51%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

U.S. Holdings, Inc. reported $95,617 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,939 per active participant. 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,130th-largest of 3,644 plans among Florida employers on file, and the 5,971st of 13,661 in manufacturing. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,790,392
Participants with balances248
Active participants203
Employer contributions$799,694
Employee contributions$971,439
Employer contribution per active participant$3,939
Average account balance$79,800
Benefits paid to participants$1,151,290
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 248 accts · $800K emplr
2023$17.5M · 263 accts · $692K emplr
2022$18.0M · 237 accts · $653K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,827
Investment management$47,790
Total administrative$95,617
The U.S. Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,939
Median for plans this size$2,416
2024$3,939 per active participant
2023$3,310 per active participant
2022$3,439 per active participant

U.S. Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
OSAIC ADVISORY SERVICES LLC · Investment advisory (plan)$45,962
DEFINITI, LLC · Contract administrator · Plan administrator$29,331

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$95,617 · 0.51%
2023$95,455 · 0.54%
2022$89,829 · 0.49%
Same employer
Similar plansManufacturing · Florida
Gws Tool, LLC FL$20.2M · 0.52%
Barfield, Inc. FL$20.0M · 0.82%
Ayr Strategies, Inc. FL$19.8M · 2.08%
Rowell Chemical Corporation FL$19.5M · 0.05%
Shaw Development, LLC FL$19.0M · 0.49%
Rls USA Inc. FL$18.8M · 0.37%
Dosal Tobacco Corporation FL$18.4M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590490595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.