Mitch Weiss signed Universal Services of America, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Services of America, LP's EIN is 61-1790568.
Download the official 2024 Form 5500 (PDF) for Universal Services of America, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Services of America, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $2.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | NONE | $85K | — |
| WITHUMSMITH+BROWN, PC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $101.1M | 14.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $62.5M | 9.2% | |
| Mass Mutual Guaranteed Interest Account | Other securities | — | — | $52.9M | 7.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $45.8M | 6.7% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $45.3M | 6.6% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $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 | Other securities | — | — | $32.7M | 4.8% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $31.3M | 4.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $21.7M | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $21.6M | 3.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $19.5M | 2.9% | |
| Western Asset Core Plus Bond Fund | Other securities | — | — | $18.7M | 2.7% | |
| MFS Value Fund | Mutual Funds | — | — | $18.7M | 2.7% | |
| Invesco International Diversified Fund | Mutual Funds | — | — | $17.4M | 2.5% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $17.1M | 2.5% | |
| Notes receivable from participants Interest rate between 2.75 - 9.25% with the | Bonds / Notes | — | — | $15.0M | 2.2% | |
| American Century Balanced Fund | Other securities | — | — | $14.5M | 2.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $14.3M | 2.1% | |
| Pioneer Select Mid Cap Growth | Other securities | — | — | $11.8M | 1.7% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $7.3M | 1.1% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $3.5M | 0.5% | |
| Fidelity Advisor Focused Emerging Market | Mutual Funds | — | — | $3.2M | 0.5% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $2.9M | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $2.0M | 0.3% | |
| PGIM High-Yield Fund | Other securities | — | — | $1.9M | 0.3% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $1.9M | 0.3% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $1.8M | 0.3% | |
| Mass Mutual Premier U.S. Government Money Market | Cash / Money Market | — | — | $261K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PRINCETON, NJ |
| NONE |
| $13K |
| — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $3K | — |
