Mitch Weiss signed Universal Services of America, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Services of America, LP's EIN is 27-1562945.
Download the official 2024 Form 5500 (PDF) for Universal Services of America, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Services of America, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $260K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | ADVISORY | $43K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA SC 2030 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 655 | Pooled Separate Account | — | — | $2.7M | 14.3% | |
| TRANSAMERICA SC RETD JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 480 | Pooled Separate Account | — | — | $2.2M | 11.8% | |
| TRANSAMERICA SC 2040 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 657 | Pooled Separate Account | — | — | $2.2M | 11.8% | |
| TRANSAMERICA SC 2050 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 489 | Pooled Separate Account | — | — | $1.9M | 10.1% | |
| TRANSAMERICA SC 2060 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 745 | Pooled Separate Account | — | — | $1.8M | 9.6% | |
| TRANSAMERICA SC 2035 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 486 | Pooled Separate Account | — | — | $1.6M | 8.4% | |
| TRANSAMERICA SC 2025 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 484 | Pooled Separate Account | — | — | $1.3M | 6.9% | |
| TRANSAMERICA SC 2055 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 490 | Pooled Separate Account | — | — | $1.3M | 6.7% | |
| TRANSAMERICA SC 2045 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 488 | Pooled Separate Account | — | — | $1.1M | 6.1% | |
| FRANKLIN GR SERIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $1.0M | 5.3% | |
| Transamerica | Other securities | — | — | $384K | 2.0% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $245K | 1.3% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $244K | 1.3% | |
| SSgA | Other securities | — | — | $172K | 0.9% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $172K | 0.9% | |
| TRANSAMERICA SC 2065 JPM RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 446 | Pooled Separate Account | — | — | $129K | 0.7% | |
| WESTERN ASSET CORE PLUS BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $120K | 0.6% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $95K | 0.5% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $81K | 0.4% | |
| TRANSAMERICA MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $72K | 0.4% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $53K | 0.3% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $49K | 0.3% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $16K | <0.1% | |
| INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | — | — | $15K | <0.1% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN PC | 22-2027092 | — | AUDIT | $16K | — |
