Back to filter
Original filing (PDF)20250911154005NAL0000307859001
U.S. PAYMENTS, LLC
Form 5500-SF
FILING_RECEIVED
U.S. PAYMENTS, LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
55
Accounts w/ balance
35
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. PAYMENTS, LLC.
Plan sponsor
Name
U.S. PAYMENTS, LLC
EIN
02-0714795
Address
7130 SOUTH LEWIS AVENUE, STE. 1000 · TULSA, OK · 74136
Phone
(918) 728-3805
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
NYM SERVICES LLCDBA SOLA
SOLA 401(K) PLAN
$6.4M · 166 participants
BHPCG, LLC
PRIMAL JUSTICE, LLC RETIREMENT PLAN
$6.5M · 6 participants
ALTITUDE FINANCIAL CORPORATION
ALTITUDE HOME LOANS 401(K) PLAN
$6.5M · 130 participants
HIGHNOTE PLATFORM, INC.
HIGHNOTE 401(K) PLAN
$6.5M · 120 participants
NARMI INC.
NARMI 401(K) PLAN
$6.5M · 120 participants
LENDER SERVICE PROVIDER, LLC
LENDER SERVICE PROVIDER, LLC RETIREMENT SAVINGS PLAN
$6.6M · 141 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B