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Original filing (PDF)20250924150445NAL0003095475001

UNITED ELEVATOR SERVICES, LLC

Form 5500-SF
FILING_RECEIVED
UNITED ELEVATOR SERVICES, L.L.C. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
155
Accounts w/ balance
117
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
77
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED ELEVATOR SERVICES, LLC.
Plan sponsor
Name
UNITED ELEVATOR SERVICES, LLC
EIN
62-1721648
Address
P.O. BOX 1308 · KNOXVILLE, TN · 37901
Phone
(865) 573-0731
Industry
Other Services (ex. Public Admin)see 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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