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Original filing (PDF)20251002102450NAL0000272179001
UNIVERSAL SERVICES OF AMERICA, LP
Form 5500
FILING_RECEIVED
ALLIED UNIVERSAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
226,026
Accounts w/ balance
32,477
Plan assets (EOY)
$681.5M
Net assets (EOY)
$681.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 40 bps in Schedule C fees — 560% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL SERVICES OF AMERICA, LP.
Plan sponsor
Name
UNIVERSAL SERVICES OF AMERICA, LP
EIN
61-1790568
Address
450 EXCHANGE · IRVINE, CA · 92602
Phone
(714) 619-9700
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ALLIED UNIVERSAL RETIREMENT BENEFITS COMMITTEE
EIN
61-1790568
City
IRVINE, CA
Phone
(714) 619-9700
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $2.6M | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | NONE | $85K | — |
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | NONE | $13K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $3K | — |
Investments
29 direct securities · 2 pooled funds· $681.5M(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
$636.8M
29 holdings
Common Collective Trust
$44.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $101.1M | 14.8% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $62.5M | 9.2% | |
| Mass Mutual Guaranteed Interest Account | — | — | — | $52.9M | 7.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $45.8M | 6.7% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $45.3M | 6.6% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $44.4M | 6.5% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 038 | Common Collective Trust | — | — | $41.0M | 6.0% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $32.7M | 4.8% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $31.3M | 4.6% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $21.7M | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $21.6M | 3.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $19.5M | 2.9% | |
| Western Asset Core Plus Bond Fund | — | — | — | $18.7M | 2.7% | |
| MFS Value Fund | — | — | — | $18.7M | 2.7% | |
| Invesco International Diversified Fund | — | — | — | $17.4M | 2.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $17.1M | 2.5% | |
| Notes receivable from participants Interest rate between 2.75 - 9.25% with the | — | — | — | $15.0M | 2.2% | |
| American Century Balanced Fund | — | — | — | $14.5M | 2.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $14.3M | 2.1% | |
| Pioneer Select Mid Cap Growth | — | — | — | $11.8M | 1.7% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $7.3M | 1.1% | |
| American Century Mid Cap Value Fund | — | — | — | $5.6M | 0.8% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $3.7M | 0.5% | |
| Nuveen Real Estate Securities Fund | — | — | — | $3.5M | 0.5% | |
| Fidelity Advisor Focused Emerging Market | — | — | — | $3.2M | 0.5% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $2.9M | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $2.0M | 0.3% | |
| PGIM High-Yield Fund | — | — | — | $1.9M | 0.3% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $1.9M | 0.3% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $1.8M | 0.3% | |
| Mass Mutual Premier U.S. Government Money Market | — | — | — | $261K | <0.1% |