Original filing (PDF)20250519153418NAL0000734369001

US DEFAULT GROUP, INC.

Name: US DEFAULT GROUP, INC. — US DEFAULT GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: US DEFAULT GROUP, INC.

Form 5500

FILING_RECEIVED

US DEFAULT GROUP, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

337

Accounts w/ balance

796

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US DEFAULT GROUP, INC..

Plan sponsor

Name

US DEFAULT GROUP, INC.

EIN

27-1120007

Address

6409 CONGRESS AVENUE, SUITE 100 · BOCA RATON, FL · 33487

Phone

(561) 241-6901

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $4.3M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GreatBanc Trust Company Cash -	—	—	—	$4.3M	100.0%

Related plans

Similar-size Law Offices plans

KANFER & HOLTZER, LLP

KANFER & HOLTZER, LLP 401(K) PROFIT SHARING PLAN

$4.4M · 5 participants

JOHNSON & REPUCCI LLP

JOHNSON & REPUCCI LLP PROFIT SHARING 401(K) PLAN

$4.4M · 9 participants

MIGNANELLI & ASSOCIATES, LTD.

MIGNANELLI & ASSOCIATES, LTD. PROFIT SHARING PLAN

$4.3M · 4 participants

HERBOLSHEIMER, LANNON, HENSON, DUNCAN &

HERBOLSHEIMER, HENSON, DUNCAN, GIFT, EITEN AND HINTZ,P.C.

$4.4M · 7 participants

JEZIC & MOYSE

JEZIC & MOYSE, LLC 401(K) PROFIT SHARING PLAN