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Original filing (PDF)20250916051402NAL0001688097001
US TECH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
USTS 401(K) PLAN
401(k) retirement plan
Active participants
3,278
Accounts w/ balance
889
Plan assets (EOY)
$24.9M
Net assets (EOY)
$24.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US TECH SOLUTIONS, INC..
Plan sponsor
Name
US TECH SOLUTIONS, INC.
EIN
22-3723532
Address
10 EXCHANGE PLACE · SUITE 1710 · JERSEY CITY, NJ · 07302
Phone
(201) 524-9600
Industry
Professional & Technical 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BEDERSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFE MARK SECURITIES CORP | — | ROCHESTER, NY | ADVISOR | $0 | — |
Investments
8 direct securities · 14 pooled funds· $24.7M(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.
Common Collective Trust
$18.8M
14 holdings
Registered Investment Companies
$5.9M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $4.8M | 19.2% | |
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $2.2M | 8.7% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $2.1M | 8.3% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $1.7M | 7.0% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $1.6M | 6.4% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $1.5M | 6.1% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $1.0M | 4.2% | |
| EAV ATL CAPITAL SMID CP R | Registered Investment Companies | — | — | $936K | 3.8% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $718K | 2.9% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $676K | 2.7% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $624K | 2.5% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $561K | 2.3% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $552K | 2.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $462K | 1.9% | |
| MACQUARIE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $385K | 1.5% | |
| VICTORY EMERGING MARKETS R | Registered Investment Companies | — | — | $357K | 1.4% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $312K | 1.3% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $176K | 0.7% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $159K | 0.6% |