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Original filing (PDF)20250725052015NAL0015956434001
UELS, LLC
Form 5500
FILING_RECEIVED
UELS, LLC EMPLOYEES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
108
Accounts w/ balance
157
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMERFUNDS 2040 TARG DATERET R6" is 28% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UELS, LLC.
Plan sponsor
Name
UELS, LLC
EIN
20-8711000
Address
85 SOUTH 200 EAST · VERNAL, UT · 84078
Phone
(435) 789-1017
Industry
Professional & Technical Servicessee 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
2025-07-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
Investments
23 direct securities · 1 pooled fund· $17.7M(99% 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.
Registered Investment Companies
$16.1M
23 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.0M | 28.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 17.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 15.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 10.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 8.8% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $569K | 3.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $467K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $452K | 2.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $376K | 2.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $269K | 1.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $249K | 1.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $186K | 1.0% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $163K | 0.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 0.7% | |
| JANUS HEND MULTI SECTOR INC N | Registered Investment Companies | — | — | $112K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $90K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $79K | 0.4% | |
| JH ALTERNATIVE ASSET ALLOC R6 | Registered Investment Companies | — | — | $77K | 0.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $41K | 0.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $15K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $1K | <0.1% |
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