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Original filing (PDF)20251013122551NAL0001299953001
ECONOSERVE SOLUTIONS LLC DBA UNISLINK
Form 5500
FILING_RECEIVED
UNISLINK 401(K) PLAN
401(k) retirement plan
Signals · 2
55% in single holdingNo recordkeeper disclosed
Active participants
167
Accounts w/ balance
178
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "MyCompass Ind Moderate 2035 Fund Mutual Funds" is 55% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONOSERVE SOLUTIONS LLC DBA UNISLINK.
Plan sponsor
Name
ECONOSERVE SOLUTIONS LLC DBA UNISLINK
EIN
26-4467218
Address
21410 NORTH 19TH AVENUE · SUITE 151 · PHOENIX, AZ · 85027
Phone
(602) 457-7300
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS C/O FUTUREPLAN | 82-3719843 | CHICAGO, IL | N/A | $0 | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | SAN RAFAEL, CA | N/A | $0 | — |
Investments
17 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MyCompass Ind Moderate 2035 Fund Mutual Funds | — | — | — | $2.5M | 54.4% | |
| MyCompass Ind Moderate 2045 Fund Mutual Funds | — | — | — | $1.0M | 22.7% | |
| MyCompass Ind Moderate Retirement Fund Mutual Funds | — | — | — | $579K | 12.7% | |
| MyCompass Ind Moderate 2055 Fund Mutual Funds | — | — | — | $223K | 4.9% | |
| MyCompass Ind Moderate 2065 Fund Mutual Funds | — | — | — | $64K | 1.4% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $61K | 1.3% | |
| MyCompass Ind Conservative 2055 Fund Mutual Funds | — | — | — | $44K | 1.0% | |
| MyCompass Ind Aggressive 2035 Fund Mutual Funds | — | — | — | $18K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $8K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Funds | — | — | — | $8K | 0.2% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $7K | 0.2% | |
| MyCompass Ind Aggressive 2045 Fund Mutual Funds | — | — | — | $5K | 0.1% | |
| MyCompass Ind Conservative 2065 Fund Mutual Funds | — | — | — | $4K | <0.1% | |
| Large Cap Growth Fund II R1 Mutual Funds | — | — | — | $2K | <0.1% | |
| Voya Stable Value Fund R1 Insurance Company General Account | — | — | — | $2K | <0.1% | |
| Vanguard Intermediate-Term Investment-Grade Fund Adm Mutual Funds | — | — | — | $1K | <0.1% | |
| American Funds Hi-Income Tr R6 Mutual Funds | — | — | — | $1K | <0.1% |
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