How big is Uniquesource Products & Services' plan?

Uniquesource Products & Services' plan reported $5.0M in assets and 45 participants for 2023.

Original filing (PDF)20250407144041NAL0016389617001

Uniquesource Products & Services

Name: Uniquesource Products & Services — Uniquesource, Form 5500 (2023)
Creator: Uniquesource Products & Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uniquesource Products & Services 403(b) Plan

403(b) retirement plan · Uniquesource Products & Services' Uniquesource Products & Services 403(b) Plan held $5.0M in plan assets for 45 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

LORI Sheffer signed Uniquesource Products & Services' 2023 Form 5500 as plan administrator.

LORI Sheffer — Plan Administrator — Form 5500 signer
Jacqueline Williams — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Uniquesource Products & Services' EIN is 23-1523064.

EIN 23-1523064

Plan number 001

Plan year 2023

ACK ID 20250407144041NAL0016389617001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Uniquesource Products & Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Uniquesource Products & Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIQUESOURCE PRODUCTS & SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score