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Original filing (PDF)20250818113044NAL0002074320001
UNITED DISABILITIES SERVICES FOUNDATION
Form 5500
FILING_RECEIVED
UNITED DISABILITIES SERVICES FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
346
Accounts w/ balance
207
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.5M
How this plan invests
This plan
26 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED DISABILITIES SERVICES FOUNDATION.
Plan sponsor
Name
UNITED DISABILITIES SERVICES FOUNDATION
EIN
26-0504792
Address
2270 ERIN CT · LANCASTER, PA · 176011965
Phone
(717) 715-8766
Industry
Health Care & Social Assistancesee 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
2025-08-18
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
MCKONLY & ASBURY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $10K | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | 13-4019460 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
26 direct securities· $7.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $1.1M | 14.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $1.1M | 14.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $844K | 11.1% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $713K | 9.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $673K | 8.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $540K | 7.1% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $440K | 5.8% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $383K | 5.0% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $256K | 3.4% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $221K | 2.9% | |
| Fidelity Blue Chip Growth Fund Mutual fund | — | — | — | $189K | 2.5% | |
| Notes receivable from participants (participant loans) 4.25% - 9.50% -0- | — | — | — | $129K | 1.7% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $126K | 1.7% | |
| Schwab Bank Savings Money market deposit account | — | — | — | $125K | 1.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | — | — | — | $114K | 1.5% | |
| Vanguard Value Index Fund Admiral Shares Mutual fund | — | — | — | $88K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $77K | 1.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual fund | — | — | — | $49K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual fund | — | — | — | $49K | 0.6% | |
| Goldman Sachs International Small Cap Insights Fund Investor Class Mutual fund | — | — | — | $40K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Mutual fund | — | — | — | $39K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual fund | — | — | — | $29K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual fund | — | — | — | $26K | 0.3% | |
| American Century Government Bond Fund R5 Class Mutual fund | — | — | — | $23K | 0.3% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual fund | — | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund ** 967 Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $1K | <0.1% |
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