Original filing (PDF)20250616164542NAL0000547443001

USI PUERTO RICO HOPE, INC.

Name: USI PUERTO RICO HOPE, INC. — URBAN STRATEGIES PR RETIREMENT PLAN, Form 5500 (2024)
Creator: USI PUERTO RICO HOPE, INC.

Form 5500-SF

FILING_RECEIVED

URBAN STRATEGIES PR RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85

Net assets (EOY)

$85

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USI PUERTO RICO HOPE, INC..

Plan sponsor

Name

USI PUERTO RICO HOPE, INC.

EIN

43-1141027

Address

100 N. BROADWAY SUITE 1110 · ST. LOUIS, MO · 63102

Phone

(314) 335-2914

Industry

Real Estatesee all

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WAYSIDE TERRACE LLC

WAYSIDE TERRACE LLC 401(K) BENEFIT

$85 · 13 participants

SHAKTI SINGH MD PC

SHAKTI SINGH MD 401(K) PLAN

$84 · 3 participants

8377 NORTH GATE LLC

8377 NORTH GATE LLC 401(K) PROFIT SHARING PLAN & TRUST

$82 · 1 participants

LAKESHORE HOLDINGS & DEVELOPMENT

LAKESHORE HOLDINGS & DEVELOPMENT MCF BENEFIT PLAN

$93 · 5 participants

JWD FLOORING LLC

$93 · 4 participants