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Original filing (PDF)20251015081924NAL0004329153001
UNITED INFRASTRUCTURE GROUP, INC.
Form 5500
FILING_RECEIVED
UNITED INFRASTRUCTURE GROUP 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
639
Accounts w/ balance
564
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
24 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
- 71 bps in Schedule C fees — 143% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED INFRASTRUCTURE GROUP, INC..
Plan sponsor
Name
UNITED INFRASTRUCTURE GROUP, INC.
EIN
57-0677291
Address
5562 PENDERGRASS BLVD · GREAT FALLS, SC · 29055
Phone
(803) 581-6000
Industry
Constructionsee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAUKNIGHT PIETRAS & STORMER, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY, LLC | 73-3182674 | — | CUSTODIAL | $5K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES | 27-6266021 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | FINANCIAL ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 6 pooled funds· $14.3M(96% 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
$9.6M
20 holdings
Pooled Separate Account
$3.4M
2 holdings
Mutual Funds
$1.1M
1 holding
Common Collective Trust
$91K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Interest Contract * Principal Fixed Income Guaranteed Option Group Annuity Contract -- | — | — | — | $2.8M | 19.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.5M | 17.0% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund -- | Mutual Funds | — | — | $1.1M | 7.6% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund -- | — | — | — | $954K | 6.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $895K | 6.0% | |
| Goldman Sachs International Equity Income Fund Class R6 Mutual Fund -- | — | — | — | $782K | 5.3% | |
| Nuveen Large-Cap Growth Index Fund Class R6 Mutual Fund -- | — | — | — | $757K | 5.1% | |
| MFS Value Fund Class R6 Mutual Fund -- | — | — | — | $743K | 5.0% | |
| Fidelity Advisor International Small Cap Fund Class Z Mutual Fund -- | — | — | — | $668K | 4.5% | |
| Fidelity Advisor Value Fund Class Z Mutual Fund -- | — | — | — | $643K | 4.3% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund -- | — | — | — | $553K | 3.7% | |
| Various maturities; interest rates * Notes receivable from participants range: 4.25% to 10.50% -- | — | — | — | $489K | 3.3% | |
| Neuberger Berman Mid Cap Growth Fund R6 Class Mutual Fund -- | — | — | — | $469K | 3.2% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund -- | — | — | — | $432K | 2.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund -- | — | — | — | $97K | 0.7% | |
| Collective Trusts Great Gray Trust RetirePilot American Funds 2040 Fund Cl R1 Collective Investment Trust -- | — | — | — | $82K | 0.5% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $82K | 0.5% | |
| Vanguard Intermediate-Term Investment Grade Fund Admiral Shares Mutual Fund -- | — | — | — | $57K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund -- | — | — | — | $46K | 0.3% | |
| Vanguard Long-Term Investment Grade Fund Admiral Shares Mutual Fund -- | — | — | — | $8K | <0.1% | |
| Great Gray Trust RetirePilot American Funds 2045 Fund Cl R1 Collective Investment Trust -- | — | — | — | $5K | <0.1% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| Great Gray Trust RetirePilot American Funds 2025 Fund Cl R1 Collective Investment Trust -- | — | — | — | $4K | <0.1% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Balanced Index Fund Admiral Shares Mutual Fund -- | — | — | — | $2K | <0.1% | |
| T. Rowe Price Global Multi-Sector Bond Fund Mutual Fund -- | — | — | — | $2K | <0.1% | |
| LEGAL & GENERAL S&P DC CIT E RELIANCE TRUST BANK COLLECTIVE INV · EIN 35-7085469 / PN 457 | Common Collective Trust | — | — | $0 | <0.1% |
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