Original filing (PDF)20251009104317NAL0003827555001

USSC ACQUISITION CORP.

Name: USSC ACQUISITION CORP. — USSC RETIREMENT PLAN, Form 5500 (2024)
Creator: USSC ACQUISITION CORP.

Form 5500

FILING_RECEIVED

USSC RETIREMENT PLAN

401(k) retirement plan

Active participants

339

Accounts w/ balance

385

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

48 bps in Schedule C fees — 65% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USSC ACQUISITION CORP..

Plan sponsor

Name

USSC ACQUISITION CORP.

EIN

47-4495315

Address

101 GORDON DRIVE · EXTON, PA · 19341

Phone

(610) 265-3610

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

2025-10-09

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC	—	CHARLOTTE, NC	INVESTMENT ADVISOR	$35K	—

Investments

27 direct securities · 1 pooled fund· $13.8M(86% 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

$13.8M

27 holdings

Common Collective Trust

$91K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2030 Target Date Fund R6 Mutual fund (1)	—	—	—	$2.4M	14.8%
American Funds 2035 Target Date Fund R6 Mutual fund (1)	—	—	—	$2.3M	14.0%
Fidelity 500 Index Mutual fund (1)	—	—	—	$2.2M	13.4%
American Funds 2025 Target Date Fund R6 Mutual fund (1)	—	—	—	$1.5M	9.4%
American Funds 2070 Target Date Fund R6 Mutual fund (1) 185 * American Funds AMCAP R6 Mutual fund (1)	—	—	—	$892K	5.5%
American Funds 2050 Target Date Fund R6 Mutual fund (1)	—	—	—	$879K	5.5%
American Funds Washington Mutual R6 Mutual fund (1)	—	—	—	$593K	3.7%
American Funds 2045 Target Date Fund R6 Mutual fund (1)	—	—	—	$574K	3.6%
American Funds 2055 Target Date Fund R6 Mutual fund (1)	—	—	—	$402K	2.5%
American Funds 2060 Target Date Fund R6 Mutual fund (1)	—	—	—	$360K	2.2%
American Funds 2020 Target Date Fund R6 Mutual fund (1)	—	—	—	$339K	2.1%
Notes receivable from participants Interest rates ranging from 4.25% - 9.50% $-0-	—	—	—	$275K	1.7%
Fidelity Extended Market Index Mutual fund (1)	—	—	—	$249K	1.5%
American Funds Inflation Linked Bd Fd R6 Mutual fund (1)	—	—	—	$242K	1.5%
American Funds 2065 Target Date Fund R6 Mutual fund (1)	—	—	—	$115K	0.7%
American Funds New World R6 Mutual fund (1)	—	—	—	$109K	0.7%
American Funds Intermediate Bond Fund Co of America R6 Mutual fund (1) 46 * American Funds Investment Co of America R6 Mutual fund (1)	—	—	—	$97K	0.6%
EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002	Common Collective Trust	—	—	$91K	0.6%
Fidelity Total International Index Mutual fund (1)	—	—	—	$64K	0.4%
American Funds Bond Fund of America R6 Mutual fund (1)	—	—	—	$63K	0.4%
American Funds EuroPacific Growth R6 Mutual fund (1)	—	—	—	$56K	0.3%
American Funds 2015 Target Date Fund R6 Mutual fund (1)	—	—	—	$46K	0.3%
American Funds US Government Sec R6 Mutual fund (1)	—	—	—	$24K	0.1%
American Funds 2010 Target Date Fund R6 Mutual fund (1)	—	—	—	$19K	0.1%
Hartford Schroders Intl Multi Cp Val Sdr Mutual fund (1)	—	—	—	$17K	0.1%
Fidelity US Bond Index Mutual fund (1)	—	—	—	$10K	<0.1%
PGIM High Yield R6 Mutual fund (1)	—	—	—	$10K	<0.1%
Principal Global Real Estate Sec R6 Mutual fund (1)	—	—	—	$4K	<0.1%