Plan Ledger DOL Form 5500 · updated monthly

Usan, Inc.401(k)

USAN, INC. EMPLOYEES' SAVINGS PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Usan, Inc. reported $79,336 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. 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 0.35% to 0.30%. 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 696th-largest of 2,160 plans among Georgia employers on file, and the 816th of 2,199 in information & media. active participation has grown from 143 to 165 since 2022.

Plan summary
Net assets, end of year$28,384,601
Participants with balances188
Active participants165
Employer contributions—
Employee contributions$1,854,242
Employer contribution per active participant—
Average account balance$150,982
Benefits paid to participants$2,043,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 188 accts
2023$24.3M · 179 accts
2022$19.8M · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,911
Investment management$39,425
Total administrative$79,336
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
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$39,425
CBIZ BENEFITS & INS SERVICES INC · Contract administrator$13,267

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$79,336 · 0.30%
2023$67,364 · 0.31%
2022$75,678 · 0.35%
Similar plansInformation & Media · Georgia
Calendly, LLC GA$39.3M · 0.27%
Fullstory, Inc. GA$36.8M · 0.02%
Morris Multimedia, Inc. GA$34.7M · 0.28%
Onetrust LLC GA$34.2M · 0.06%
Sbs Services Corporation GA$27.1M · 0.43%
Pindrop Security, Inc. GA$27.0M · 0.16%
Alogent Holdings, Inc. GA$26.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581817028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.