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Original filing (PDF)20251015170402NAL0002676723001
UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC
Form 5500
FILING_RECEIVED
UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
29% in single holding~98 bps in Sched C feesNo recordkeeper disclosed
Active participants
297
Accounts w/ balance
376
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BlackRock" is 29% of plan.
- 98 bps in Schedule C fees — 237% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC.
Plan sponsor
Name
UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC
EIN
52-2268553
Address
26 W 17TH ST STE 801 · NEW YORK, NY · 100115787
Phone
(929) 259-0522
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN BROKER-DEALER HOLDINGS | — | NEW YORK, NY | INVESTMENT ADVISOR | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECRODKEEPER | $73K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
27 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock | — | — | — | $3.3M | 29.4% | |
| American Funds | — | — | — | $1.1M | 9.8% | |
| American Funds | — | — | — | $986K | 8.8% | |
| Fidelity Investments | — | — | — | $904K | 8.1% | |
| American Funds | — | — | — | $602K | 5.4% | |
| American Funds | — | — | — | $582K | 5.2% | |
| American Funds | — | — | — | $495K | 4.4% | |
| American Funds | — | — | — | $431K | 3.9% | |
| Franklin Templeton | — | — | — | $405K | 3.6% | |
| Janus Henderson | — | — | — | $359K | 3.2% | |
| Lord Abbett | — | — | — | $296K | 2.7% | |
| JPMorgan | — | — | — | $244K | 2.2% | |
| American Century Investments | — | — | — | $186K | 1.7% | |
| American Funds | — | — | — | $176K | 1.6% | |
| American Funds | — | — | — | $159K | 1.4% | |
| Empower Life & Annuity Insurance Company of New York | — | — | — | $148K | 1.3% | |
| Participant Loans | — | — | — | $145K | 1.3% | |
| American Century Investments | — | — | — | $137K | 1.2% | |
| BlackRock | — | — | — | $133K | 1.2% | |
| American Funds | — | — | — | $108K | 1.0% | |
| Franklin Templeton | — | — | — | $74K | 0.7% | |
| American Funds | — | — | — | $62K | 0.6% | |
| MFS | — | — | — | $46K | 0.4% | |
| American Funds | — | — | — | $44K | 0.4% | |
| MFS | — | — | — | $39K | 0.3% | |
| American Funds | — | — | — | $21K | 0.2% | |
| American Funds | — | — | — | $429 | <0.1% |