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Original filing (PDF)20251015155113NAL0002583155001
UNIVERSITY SUPPORT SERVICES, LLC
Form 5500
FILING_RECEIVED
UNIVERSITY SUPPORT SERVICES, LLC CASH OR DEFERRED PLAN
401(k) retirement plan
Active participants
249
Accounts w/ balance
328
Plan assets (EOY)
$28.7M
Net assets (EOY)
$28.7M
How this plan invests
This plan
33 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY SUPPORT SERVICES, LLC.
Plan sponsor
Name
UNIVERSITY SUPPORT SERVICES, LLC
EIN
20-8105776
Address
3500 SUNRISE HIGHWAY · BUILDING 300 · GREAT RIVER, NY · 11739
Phone
(631) 665-8500
Industry
Educational Servicessee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO OF NY | 13-3646501 | — | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | 13-5674085 | — | NONE | $67K | — |
Investments
2 direct securities · 33 pooled funds· $28.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$28.4M
33 holdings
Uncategorized
$376K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.1M | 14.3% | |
| JH 2040 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.5M | 12.2% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.0M | 10.4% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.5M | 8.9% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.4M | 8.4% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.3% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.7% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.4% | |
| JH 2020 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.4% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.4% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.1% | |
| FRANKLIN GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $843K | 2.9% | |
| JH 2015 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $548K | 1.9% | |
| Notes receivable from participants Loans to participants with interest rates 4% to 9.5% up to 5 years | — | — | — | $318K | 1.1% | |
| OAKMARK FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $286K | 1.0% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $283K | 1.0% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $264K | 0.9% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $214K | 0.7% | |
| EATON VANCE ATLANTA SMID-CAP JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $187K | 0.6% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $140K | 0.5% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $140K | 0.5% | |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $131K | 0.5% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $108K | 0.4% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $100K | 0.3% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $96K | 0.3% | |
| WESTERN ASSET CORE PLUS BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $86K | 0.3% | |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $79K | 0.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $79K | 0.3% | |
| MFS VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $75K | 0.3% | |
| JH 2010 LIFETIME BLEND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $69K | 0.2% | |
| EuroPacific Growth Fund Pooled Separate Account | — | — | — | $58K | 0.2% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $58K | 0.2% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $41K | 0.1% | |
| WELLS FARGO SPECIAL SVC FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $34K | 0.1% | |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $20K | <0.1% |
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