How big is United Disability Services, in's plan?

United Disability Services, in's plan reported $7.7M in assets and 112 participants for 2024.

Original filing (PDF)20251006093444NAL0003213009001

United Disability Services, in

Name: United Disability Services, in — 403(b) Thrift Plan, Form 5500 (2024)
Creator: United Disability Services, in
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for United Disability Services, Inc.

401(k) retirement plan · United Disability Services, in's 403(b) Thrift Plan for United Disability Services, Inc. held $7.7M in plan assets for 112 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

10% employer stockHigh average account balance

Active participants

112

Accounts w/ balance

115

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Shelley Morris signed United Disability Services, in's 2024 Form 5500 as plan administrator.

Shelley Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Disability Services, in's EIN is 34-1374195.

EIN 34-1374195

Plan number 002

Plan year 2024

ACK ID 20251006093444NAL0003213009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Disability Services, in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Disability Services, in's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED DISABILITY SERVICES, IN.

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (92nd percentile).

Plan sponsor

Name

UNITED DISABILITY SERVICES, IN

EIN

all filings

Address

701 S MAIN ST · AKRON, OH · 443111019

Phone

(330) 762-9755

Industry

Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BOBER, MARKEY, FEDOROVICH & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$714	—

Investments

42 direct securities · 1 pooled fund· $14.6M(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.

Pooled Separate Account

$6.9M

1 holding

Pooled Separate Accounts

$6.9M

41 holdings

Common Stocks

$803K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$6.9M	89.5%
Mutual of America 2030 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$1.3M	17.3%
Mutual of America Interest Accumulation Group Annuity Contract N/A	Common Stocks	—	—	$803K	10.5%
Mutual of America 2035 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$701K	9.1%
Mutual of America Equity Index Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$621K	8.1%
Mutual of America 2040 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$419K	5.4%
DWS Capital Growth VIP Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$369K	4.8%
Mutual of America 2045 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$341K	4.4%
Fidelity® VIP Equity-Income Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$321K	4.2%
Mutual of America All America Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$318K	4.1%
Mutual of America 2025 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$305K	4.0%
American Century Investments® VP Capital Appreciation Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$209K	2.7%
Fidelity® VIP Contrafund® Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$192K	2.5%
Mutual of America Mid-Cap Equity Index Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$191K	2.5%
Mutual of America Moderate Allocation Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$191K	2.5%
Vanguard VIF International Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$167K	2.2%
Mutual of America Aggressive Allocation Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$151K	2.0%
Mutual of America Small Cap Growth Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$121K	1.6%
Mutual of America Bond Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$104K	1.4%
Mutual of America Small Cap Value Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$96K	1.2%
PIMCO VIT Real Return Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$93K	1.2%
Invesco V.I. Main Street Fund® Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$90K	1.2%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$86K	1.1%
Vanguard VIF Diversified Value Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$79K	1.0%
Mutual of America Money Market Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$73K	1.0%
Mutual of America Conservative Allocation Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$50K	0.7%
Mutual of America 2055 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$44K	0.6%
Fidelity® VIP Mid Cap Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$31K	0.4%
Mutual of America 2050 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$30K	0.4%
Mutual of America 2060 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$23K	0.3%
Calvert VP SRI Balanced Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$22K	0.3%
Mutual of America 2020 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$21K	0.3%
Fidelity® VIP Asset Manager Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$19K	0.3%
Mutual of America Mid-Term Bond Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$19K	0.2%
Mutual of America Composite Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$16K	0.2%
Vanguard VIF Total Bond Market Index Portfolio Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$8K	0.1%
American Funds Insurance Series® New World Fund® Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$8K	0.1%
Mutual of America 2065 Retirement Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$7K	<0.1%
Mutual of America Mid Cap Value Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$4K	<0.1%
Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$4K	<0.1%
Mutual of America Retirement Income Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
Neuberger Berman AMT Sustainable Equity Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
Goldman Sachs VIT US Equity Insights Fund Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%