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Original filing (PDF)20250806204811NAL0001870627001
NATIONAL SERVICE SOURCE INC. DBA
Form 5500
FILING_RECEIVED
USSI GLOBAL 401(K) PLAN
401(k) retirement plan
Active participants
206
Accounts w/ balance
227
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL SERVICE SOURCE INC. DBA.
Plan sponsor
Name
NATIONAL SERVICE SOURCE INC. DBA
EIN
59-3063999
Address
9145 ELLIS RD · MELBOURNE, FL · 32904
Phone
(321) 328-1135
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
2025-08-06
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
BERMAN HOPKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
30 direct securities· $17.5M(100% of reported assets)
Registered Investment Companies
$16.1M
29 holdings
OTHER
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $2.2M | 12.4% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $2.0M | 11.3% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $1.6M | 9.2% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $1.4M | 8.0% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $1.3M | 7.6% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $1.3M | 7.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $1.0M | 5.9% | |
| PIMCO RAE PLUS SM A | Registered Investment Companies | — | — | $982K | 5.6% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $916K | 5.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $676K | 3.9% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $458K | 2.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $351K | 2.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $346K | 2.0% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $336K | 1.9% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $227K | 1.3% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $226K | 1.3% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $144K | 0.8% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $143K | 0.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $143K | 0.8% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $120K | 0.7% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $116K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $95K | 0.5% | |
| JPMORGAN GROWTH ADVANTAGE R5 | Registered Investment Companies | — | — | $90K | 0.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $77K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $42K | 0.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $40K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| JPMORGAN US EQUITY R5 | Registered Investment Companies | — | — | $13K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1K | <0.1% |
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