How big is US Asset Management, LLC's plan?

US Asset Management, LLC's plan reported $85K in assets and 3 participants for 2024.

Original filing (PDF)20250715104012NAL0002762032001

US Asset Management, LLC

Name: US Asset Management, LLC — US Asset Management, LLC, Form 5500 (2024)
Creator: US Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

US Asset Management, LLC 401(k) Plan

401(k) retirement plan · US Asset Management, LLC's US Asset Management, LLC 401(k) Plan held $85K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Emery Levick signed US Asset Management, LLC's 2024 Form 5500 as plan administrator.

Emery Levick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

US Asset Management, LLC's EIN is 03-0490648.

EIN 03-0490648

Plan number 001

Plan year 2024

ACK ID 20250715104012NAL0002762032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for US Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

US Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for US ASSET MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score