Back to filter
Original filing (PDF)20251008133801NAL0009511952001
USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP
Form 5500
FILING_RECEIVED
USTC GROUP 401(K) PLAN
401(k) retirement plan
Active participants
347
Accounts w/ balance
387
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP.
Plan sponsor
Name
USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP
EIN
30-0943214
Address
225 RARITAN CENTER PARKWAY · EDISON, NJ · 08837
Phone
(516) 659-2661
Industry
All Other Professional Services· 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
POOLER CPA GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POOLER CPA GROUP, LLC | 82-4354021 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
31 direct securities · 14 pooled funds· $30.7M(100% of reported assets)
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.
Uncategorized
$20.9M
31 holdings
Common Collective Trust
$9.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $3.9M | 18.4% | |
| State Street Target Retirement 2030 Common Collective Trust | — | — | — | $1.9M | 9.2% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $1.9M | 9.2% | |
| JP Morgan Large Cap Growth Registered Investment Company | — | — | — | $1.9M | 8.8% | |
| State Street Target Retirement 2040 Common Collective Trust | — | — | — | $1.8M | 8.5% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $1.8M | 8.5% | |
| American Funds Balanced Registered Investment Company | — | — | — | $1.7M | 8.1% | |
| State Street Target Retirement 2025 Common Collective Trust | — | — | — | $1.4M | 6.8% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $1.4M | 6.8% | |
| State Street Target Retirement 2050 Common Collective Trust | — | — | — | $1.2M | 5.6% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| T. Rowe Price Stable Value Fund Common Collective Trust | — | — | — | $1.0M | 4.8% | |
| GG TRP STABLE VAL S GREAT GRAY TRUST COMPANY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $1.0M | 4.8% | |
| State Street Target Retirement 2035 Common Collective Trust | — | — | — | $828K | 3.9% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $828K | 3.9% | |
| Fidelity International Index Registered Investment Company | — | — | — | $668K | 3.2% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $490K | 2.3% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $482K | 2.3% | |
| Mass Mutual Total Return Bond Registered Investment Company | — | — | — | $447K | 2.1% | |
| State Street Target Retirement 2045 Common Collective Trust | — | — | — | $446K | 2.1% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $446K | 2.1% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $440K | 2.1% | |
| JP Morgan Equity Income Registered Investment Company | — | — | — | $392K | 1.9% | |
| Notes Receivable from Participants Maturity dates from 2025 to 2044 Interest rates from 3.25% - 9.50% - | — | — | — | $376K | 1.8% | |
| State Street Target Retirement 2055 Common Collective Trust | — | — | — | $306K | 1.5% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $306K | 1.5% | |
| Allspring Special Mid Cap Value CIT Common Collective Trust | — | — | — | $232K | 1.1% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $232K | 1.1% | |
| State Street Target Retirement 2060 Common Collective Trust | — | — | — | $209K | 1.0% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $209K | 1.0% | |
| PIMCO Income Registered Investment Company | — | — | — | $190K | 0.9% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $181K | 0.9% | |
| State Street Target Retirement 2020 Common Collective Trust | — | — | — | $159K | 0.8% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $159K | 0.8% | |
| Cohen & Steers Realty Shares Registered Investment Company | — | — | — | $124K | 0.6% | |
| JP Morgan Mid Cap Growth Registered Investment Company | — | — | — | $89K | 0.4% | |
| State Street Emerging Markets Equity Index Registered Investment Company | — | — | — | $74K | 0.3% | |
| PIMCO RAE US Small Cap Registered Investment Company | — | — | — | $65K | 0.3% | |
| State Street Target Retirement 2065 Common Collective Trust | — | — | — | $39K | 0.2% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $39K | 0.2% | |
| State Street Target Retirement Income Common Collective Trust | — | — | — | $20K | <0.1% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $20K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Money Market Fund | — | — | — | $10K | <0.1% | |
| Fidelity Inflation Protection Bond Index Registered Investment Company | — | — | — | $7K | <0.1% | |
| John Hancock Alternate Asset Registered Investment Company | — | — | — | $5K | <0.1% |
Related plans
Other plans using SAGEVIEW ADVISORY GROUP LLC
GENERAL ATOMICS
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN
$2.8B · 12,686 participants
NORTHEASTERN UNIVERSITY
NORTHEASTERN UNIVERSITY RETIREMENT PLAN
$2.6B · 9,197 participants
WESTERN DIGITAL CORPORATION
WESTERN DIGITAL CORPORATION 401(K) PLAN
$2.5B · 6,598 participants
TESLA, INC.
TESLA, INC. 401(K) PLAN
$2.5B · 72,376 participants
STANTEC CONSULTING SERVICES INC.
STANTEC 401(K) PLAN
$2.3B · 12,098 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size All Other Professional Services plans
HARVEY & COMPANY LLC
HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN
$21.1M · 82 participants
TRELIANT, LLC
TRELIANT, LLC SECTION 401(K) PLAN
$21.1M · 159 participants
EDGAR A. WEBER & COMPANY
EDGAR A. WEBER & COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST
$21.1M · 114 participants
NEBRASKA MUNICIPAL POWER POOL
NEBRASKA MUNICIPAL POWER POOL SAVINGS PLAN
$21.1M · 47 participants
TOMPKINS SOLUTIONS, INC.
TOMPKINS SOLUTIONS, INC. 401(K) PLAN
$21.2M · 131 participants
MISSION CRITICAL PARTNERS
MISSION CRITICAL PARTNERS 401(K) AND PROFIT SHARING PLAN
$21.0M · 166 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants