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Sponsor portfolio

USP GROUP INC

EIN 20-3039372-warehousing-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
122
1818 ORD WAY - OCEANSIDE, CA 92056760-842-7700usp.groupLinkedIn1-10 employeeswarehousing
Plans on this EIN
2 filings
#001ESOP-$4.7M - 77 part#002401k-$779K - 45 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • AND TRUST AGREEMENT (#001)86%
  • GROUP INC 401(K) (#002)14%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST AGREEMENT (#001)77
  • GROUP INC 401(K) (#002)45
Total 122Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

USP GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

ESOP

Assets$4.7M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

USP GROUP INC 401(K) PLAN

401k

Assets$779K
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001USP GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENTESOP$4.7M772024
002USP GROUP INC 401(K) PLAN401k$779K452025
Retirement plans
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