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Original filing (PDF)20251007154550NAL0008467312001
US ELECTRICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
U. S. ELECTRICAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,467
Accounts w/ balance
1,750
Plan assets (EOY)
$156.6M
Net assets (EOY)
$156.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 102% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US ELECTRICAL SERVICES, INC..
Plan sponsor
Name
US ELECTRICAL SERVICES, INC.
EIN
06-0864003
Address
701 MIDDLE STREET · MIDDLETOWN, CT · 06457
Phone
(860) 548-3543
Industry
Wholesale Tradesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT MANAGEMENT | $0 | — |
| FIDUCIARY INVESTMENT ADVISORS | 42-0475158 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $316K | — |
| THE PARAGON ALLIANCE GROUP LLC | 23-3044062 | — | CONTRACT ADMINISTRATOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT | $0 | — |
Investments
23 direct securities · 1 pooled fund· $143.8M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$113.9M
22 holdings
Mutual Funds
$23.7M
1 holding
Common Collective Trust
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $23.7M | 15.1% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $13.6M | 8.7% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $12.7M | 8.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $12.6M | 8.1% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $11.6M | 7.4% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $10.4M | 6.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $10.4M | 6.6% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $8.9M | 5.7% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $7.0M | 4.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.2M | 3.9% | |
| Vanguard Group Vanguard Mid Cap Index Fund | — | — | — | $4.4M | 2.8% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $4.2M | 2.7% | |
| maturing at various times as secured by participants' account balance | — | — | — | $2.8M | 1.8% | |
| The American Funds American Funds EuroPacific Growth Fund | — | — | — | $2.5M | 1.6% | |
| Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $2.4M | 1.5% | |
| Vanguard Group Vanguard Small Cap Index Fund | — | — | — | $2.1M | 1.3% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $1.9M | 1.2% | |
| MFS Investment Management MFS Value Fund | — | — | — | $1.8M | 1.1% | |
| Emerald Growth Fund | — | — | — | $1.4M | 0.9% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | — | — | — | $1.2M | 0.8% | |
| BlackRock Total Return Fund | — | — | — | $982K | 0.6% | |
| Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $683K | 0.4% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund | — | — | — | $414K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund | — | — | — | $59K | <0.1% |