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Original filing (PDF)20250929115719NAL0017801634001
ULI SERVICE LLC
Form 5500
FILING_RECEIVED
ULI SERVICE LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
192
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
21 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
- 87 bps in Schedule C fees — 67% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULI SERVICE LLC.
Plan sponsor
Name
ULI SERVICE LLC
EIN
20-1116134
Address
10 E DOTY STREET, SUITE 300 · MADISON, WI · 537035120
Phone
(608) 441-5159
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY | 30-1413443 | MILWAUKEE, WI | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $22K | — |
Investments
21 direct securities· $5.2M(100% of reported assets)
Uncategorized
$4.6M
20 holdings
Mutual Funds
$606K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century American Century One Choice 2030 N/R | Mutual Funds | — | — | $606K | 11.7% | |
| Vanguard Total Stock Market Index N/R | — | — | — | $576K | 11.1% | |
| Admiral Shares American Century American Century One Choice 2035 N/R | — | — | — | $479K | 9.2% | |
| American Century American Century One Choice 2050 N/R | — | — | — | $466K | 9.0% | |
| Portfolio American Century American Century One Choice 2045 N/R | — | — | — | $444K | 8.6% | |
| Portfolio American Century American Century One Choice In N/R | — | — | — | $410K | 7.9% | |
| Retirement Portfolio American Century American Century One Choice 2055 N/R | — | — | — | $291K | 5.6% | |
| Portfolio American Century American Century One Choice 2040 N/R | — | — | — | $284K | 5.5% | |
| Pioneer Fundamental Growth Class N/R | — | — | — | $261K | 5.0% | |
| K JP Morgan JPMorgan Core Plus Bond Class R6 N/R | — | — | — | $251K | 4.8% | |
| JP Morgan JPMorgan Equity Income Class R5 N/R | — | — | — | $220K | 4.2% | |
| Hartford International Hartford International Opportunities N/R | — | — | — | $208K | 4.0% | |
| Fully Benefit-Responsive Investment Contract * Lincoln Financial Stable Value Account N/R | — | — | — | $136K | 2.6% | |
| Class Y Victory Sycamore Victory Sycamore Established Value N/R | — | — | — | $117K | 2.3% | |
| Class Y American Century American Century One Choice 2025 N/R | — | — | — | $94K | 1.8% | |
| Congress Mid Cap Growth Inst N/R | — | — | — | $85K | 1.6% | |
| Class Invesco Developing Markets | — | — | — | $77K | 1.5% | |
| Federated Kaufmann Small Cap N/R | — | — | — | $69K | 1.3% | |
| Class R Shares American Century American Century One Choice 2060 N/R | — | — | — | $55K | 1.1% | |
| Portfolio Victory Sycamore Victory Sycamore Small Company N/R | — | — | — | $55K | 1.1% | |
| American Century American Century Investments One N/R | — | — | — | $11K | 0.2% |
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