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Original filing (PDF)20250919084356NAL0002303297001
UNITED SEATING AND MOBILITY, LLC
Form 5500
FILING_RECEIVED
NUMOTION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2,952
Accounts w/ balance
3,464
Plan assets (EOY)
$149.5M
Net assets (EOY)
$149.5M
How this plan invests
This plan
30 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
- 38 bps in Schedule C fees — 280% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED SEATING AND MOBILITY, LLC.
Plan sponsor
Name
UNITED SEATING AND MOBILITY, LLC
EIN
43-1922598
Address
805 BROOK STREET, SUITE 402 · ROCKY HILL, CT · 06067
Phone
(860) 257-3443
Industry
Retail Tradesee all
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $430K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | NEW YORK, NY | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $70K | — |
Investments
30 direct securities· $149.5M(100% of reported assets)
Uncategorized
$127.3M
28 holdings
Mutual Funds
$19.1M
1 holding
Guaranteed Income / GIC
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $19.1M | 12.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $17.0M | 11.4% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $14.1M | 9.4% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $12.2M | 8.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $8.4M | 5.6% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $7.9M | 5.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $7.0M | 4.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $6.3M | 4.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $5.8M | 3.9% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $5.2M | 3.5% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $4.8M | 3.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $4.7M | 3.1% | |
| BlackRock iShares MSCI EAFE International Index Fund | — | — | — | $4.4M | 2.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $4.2M | 2.8% | |
| Columbia Threadneedle Columbia Dividend Opportunity Fund | — | — | — | $4.0M | 2.7% | |
| Fidelity Investments Fidelity Small-Cap Index Fund | — | — | — | $3.2M | 2.2% | |
| * Empower Annuity Insurance Company of America Empower Investments Fixed Account | Guaranteed Income / GIC | — | — | $3.1M | 2.1% | |
| PIMCO Total Return Fund | — | — | — | $2.9M | 1.9% | |
| maturing at various dates, secured by participant account balances | — | — | — | $2.8M | 1.8% | |
| Janus Henderson Investors Janus Henderson Triton Fund | — | — | — | $2.0M | 1.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.9M | 1.2% | |
| Vanguard FTSE Social Index Fund | — | — | — | $1.6M | 1.1% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $1.5M | 1.0% | |
| JPMorgan Mid-Cap Value Fund | — | — | — | $1.3M | 0.9% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $1.1M | 0.8% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $1.1M | 0.7% | |
| JPMorgan Mid-Cap Growth Fund | — | — | — | $817K | 0.5% | |
| Franklin Templeton Franklin Small-Cap Value Fund | — | — | — | $677K | 0.5% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $517K | 0.3% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $142K | <0.1% |
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