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Original filing (PDF)20251014154309NAL0006711858001
UNITED BIOSOURCE LLC
Form 5500
FILING_RECEIVED
UNITED BIOSOURCE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,626
Accounts w/ balance
1,754
Plan assets (EOY)
$108.2M
Net assets (EOY)
$108.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED BIOSOURCE LLC.
Plan sponsor
Name
UNITED BIOSOURCE LLC
EIN
46-3047667
Address
1000 CONTINENTAL DRIVE · SUITE 600 · KING OF PRUSSIA, PA · 19406
Phone
(215) 591-2880
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $60K | — |
| ROCATON INVESTMENT ADVISORS, LLC | — | NORWALK, CT | RETAINED BY EMPLOYER | $14K | — |
Investments
20 direct securities · 3 pooled funds· $108.2M(100% 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.
Uncategorized
$98.8M
20 holdings
Common Collective Trust
$9.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inst Fund | — | — | — | $14.5M | 13.4% | |
| Vanguard Target Retirement 2040 Inst Fund | — | — | — | $12.4M | 11.5% | |
| Fidelity Total Market Index Fund | — | — | — | $10.9M | 10.1% | |
| Vanguard Target Retirement 2030 Inst Fund | — | — | — | $10.6M | 9.8% | |
| Vanguard Target Retirement 2035 Inst Fund | — | — | — | $9.6M | 8.9% | |
| Vanguard Target Retirement 2050 Inst Fund | — | — | — | $8.3M | 7.7% | |
| Vanguard Target Retirement 2025 Inst Fund | — | — | — | $7.1M | 6.6% | |
| T ROWE PRICE BLUE CHIP GRW T7 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $5.7M | 5.3% | |
| Vanguard Target Retirement 2055 Inst Fund | — | — | — | $4.1M | 3.8% | |
| Dodge & Cox Stock Fund | — | — | — | $3.3M | 3.0% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.8% | |
| Fidelity Total International Index Fund | — | — | — | $2.9M | 2.7% | |
| Vanguard Target Retirement 2060 Inst Fund | — | — | — | $2.7M | 2.5% | |
| Vanguard Explorer Fund | — | — | — | $2.5M | 2.3% | |
| Vanguard Target Retirement Income Inst Fund | — | — | — | $1.8M | 1.7% | |
| PIMCO Income Fund | — | — | — | $1.6M | 1.5% | |
| maturities through 2042 | — | — | — | $1.6M | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $1.5M | 1.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.5M | 1.4% | |
| Vanguard Target Retirement 2020 Inst Fund | — | — | — | $1.1M | 1.0% | |
| PRUDENTIAL CORE PLUS BOND 15 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $599K | 0.6% | |
| Vanguard Target Retirement 2065 Inst Fund | — | — | — | $598K | 0.6% | |
| PIMCO All Asset Fund | — | — | — | $195K | 0.2% |
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