How big is USAM, LLC's plan?

USAM, LLC's plan reported $349K in assets and 6 participants for 2024.

Original filing (PDF)20250620164743NAL0002393187001

USAM, LLC

Name: USAM, LLC — USAM, LLC 401(k) Plan, Form 5500 (2024)
Creator: USAM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

USAM, LLC 401(k) Plan

401(k) retirement plan · USAM, LLC's USAM, LLC 401(k) Plan held $349K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

People on this filing

Heather Stewart signed USAM, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

USAM, LLC's EIN is 81-2775509.

EIN 81-2775509

Plan number 001

Plan year 2024

ACK ID 20250620164743NAL0002393187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for USAM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

USAM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for USAM, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

USAM, LLC

EIN

all filings

Address

1960 SATELLITE BOULEVARD, STE. 2200 · DULUTH, GA · 30097

Phone

(678) 894-0697

Industry

Finance & Insurance

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

2025-06-20

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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