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Original filing (PDF)20251010053307NAL0004370403001
U.S. WATERPROOFING
Form 5500
FILING_RECEIVED
U.S. WATERPROOFING & CONSTRUCTION CO. SALARY SAVINGS
401(k) retirement plan
Active participants
372
Accounts w/ balance
278
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. WATERPROOFING.
Plan sponsor
Name
U.S. WATERPROOFING
EIN
36-2515794
Address
81 REMINGTON ROAD · SCHAUMBURG, IL · 60173
Phone
(224) 769-0777
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
22 direct securities · 1 pooled fund· $9.9M(97% 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.
Registered Investment Companies
$9.2M
22 holdings
Common Collective Trust
$627K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $1.4M | 14.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 13.0% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $1.3M | 12.7% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $701K | 6.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $652K | 6.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $627K | 6.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $623K | 6.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $599K | 5.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $539K | 5.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $400K | 3.9% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $323K | 3.2% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $292K | 2.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $260K | 2.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $186K | 1.8% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $144K | 1.4% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $138K | 1.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $82K | 0.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $77K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $70K | 0.7% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $48K | 0.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $42K | 0.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $22K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $2K | <0.1% |
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