How big is U.S. Financial Services, Inc.'s plan?

U.S. Financial Services, Inc.'s plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250714094155NAL0001443632001

U.S. Financial Services, Inc.

Name: U.S. Financial Services, Inc. — U.S. Financial, Form 5500 (2024)
Creator: U.S. Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U.S. Financial Services, Inc. 401(k) Plan

401(k) retirement plan · U.S. Financial Services, Inc.'s U.S. Financial Services, Inc. 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

U.S. Financial Services, Inc.'s EIN is 38-2651535.

EIN 38-2651535

Plan number 001

Plan year 2024

ACK ID 20250714094155NAL0001443632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

U.S. Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 U.S. FINANCIAL SERVICES, INC..

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score