Original filing (PDF)20251013140712NAL0003188770001

Universal Services Telecommunications Technicians, LLC DBA Universal S

Name: Universal Services Telecommunications Technicians, LLC DBA Universal S — Form 5500 Plan 001 (2024)
Creator: Universal Services Telecommunications Technicians, LLC DBA Universal S
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Universal Services 401(k) Plan

401(k) retirement plan · Universal Services Telecommunications Technicians, LLC DBA Universal S' Universal Services 401(k) Plan held $7.5M in plan assets for 210 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

210

Accounts w/ balance

187

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Ryan Jaycox signed Universal Services Telecommunications Technicians, LLC DBA Universal S' 2024 Form 5500 as plan administrator.

Ryan Jaycox — 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

Universal Services Telecommunications Technicians, LLC DBA Universal S' EIN is 41-1958986.

EIN 41-1958986

Plan number 001

Plan year 2024

ACK ID 20251013140712NAL0003188770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Services Telecommunications Technicians, LLC DBA Universal S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Services Telecommunications Technicians, LLC DBA Universal 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 UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC DBA UNIVERSAL S.

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How this plan invests

This plan

32 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

Plan sponsor

Name

UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC DBA UNIVERSAL S

DBA

DBA UNIVERSAL SERVICES

EIN

all filings

Address

587 SETLLERS RIDGE PARKWAY · SUITE 500 · WOODBURY, MN · 55129

Phone

(651) 714-0630

Industry

Construction

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

32 direct securities· $6.9M(93% of reported assets)

Mutual Funds

$6.7M

31 holdings

Bonds / Notes

$220K

1 holding

					% of plan
American Funds American Funds 2035 Target Date	Mutual Funds	—	—	$1.2M	16.6%
American Funds American Funds 2060 Target Date	Mutual Funds	—	—	$738K	9.9%
American Funds American Funds 2055 Target Date	Mutual Funds	—	—	$624K	8.3%
American Funds Growth Fund of America	Mutual Funds	—	—	$510K	6.8%
American Funds American Funds 2045 Target Date	Mutual Funds	—	—	$499K	6.7%
American Funds American Balanced Fund	Mutual Funds	—	—	$461K	6.2%
American Funds New Perspective Fund	Mutual Funds	—	—	$322K	4.3%
American Funds Investment Company of America Fund	Mutual Funds	—	—	$290K	3.9%
American Funds American Funds 2050 Target Date	Mutual Funds	—	—	$271K	3.6%
American Funds American Funds 2040 Target Date	Mutual Funds	—	—	$265K	3.5%
American Funds American Funds 2030 Target Date	Mutual Funds	—	—	$227K	3.0%
Participant loans Maturing from March 2025 to November 2029 with interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$220K	2.9%
American Funds Fundamental Investors Fund	Mutual Funds	—	—	$214K	2.9%
American Funds American Funds 2010 Target Date	Mutual Funds	—	—	$158K	2.1%
American Funds Smallcap World Fund	Mutual Funds	—	—	$116K	1.5%
American Funds Europacific Growth Fund	Mutual Funds	—	—	$116K	1.5%
American Funds Washington Mutual Investors Fund	Mutual Funds	—	—	$107K	1.4%
American Funds American Mutual Fund	Mutual Funds	—	—	$106K	1.4%
American Funds Capital Income Builder Fund	Mutual Funds	—	—	$88K	1.2%
American Funds American Funds 2025 Target Date	Mutual Funds	—	—	$82K	1.1%
American Funds American Funds 2020 Target Date	Mutual Funds	—	—	$51K	0.7%
American Funds Bond Fund of America	Mutual Funds	—	—	$47K	0.6%
American Funds New Economy Fund	Mutual Funds	—	—	$46K	0.6%
American Funds Capital World Growth and Income Fund	Mutual Funds	—	—	$33K	0.4%
American Funds American Funds 2065 Target Date	Mutual Funds	—	—	$23K	0.3%
American Funds American High Income Trust	Mutual Funds	—	—	$21K	0.3%
American Funds U.S. Government Money Market	Mutual Funds	—	—	$16K	0.2%
American Funds Capital World Bond Fund	Mutual Funds	—	—	$16K	0.2%
American Funds Short-term Bond Fund of America	Mutual Funds	—	—	$14K	0.2%
American Funds Global Balanced Fund	Mutual Funds	—	—	$8K	0.1%
American Funds American Funds 2015 Target Date	Mutual Funds	—	—	$5K	<0.1%
American Funds American Funds 2070 Target Date	Mutual Funds	—	—	$1K	<0.1%