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Original filing (PDF)20250410115806NAL0011733731001
UNITED COMMUNITY INDEPENDENCE PROGRAMS
Form 5500
FILING_RECEIVED
PREVAILING MULTIPLE EMPLOYER PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED COMMUNITY INDEPENDENCE PROGRAMS.
Plan sponsor
Name
UNITED COMMUNITY INDEPENDENCE PROGRAMS
EIN
25-1197287
Address
17999 CUSSEWAGO ROAD · MEADVILLE, PA · 16335
Phone
(814) 336-4157
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PREVAILING ASSET MANAGEMENT, LLC
EIN
90-0713048
City
GREENVILLE, SC
Phone
(800) 382-2044
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-07-31
Filed
2025-04-10
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECIALIZED PLAN ADMINISTRATORS | 90-0713048 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVUS ADVISORS | 80-0717897 | — | INVESTMENT ADVISOR | $11K | — |
Investments
4 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LAFAYETTE ADV AGGRESSIVE CL A ALTA TRUST COMPANY · EIN 46-5158300 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV CONSERVATIVE CLASS A ALTA TRUST COMPANY · EIN 46-5107960 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADV MODERATE CON QDIA A ALTA TRUST COMPANY · EIN 46-5118407 / PN 000 | Common Collective Trust | $0 | — |
| LAFAYETTE ADVISORS MODERATE CLASS A ALTA TRUST COMPANY · EIN 46-5152974 / PN 000 | Common Collective Trust | $0 | — |