· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UII AMERICA INC — UII AMERICA, INC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250528060710NAL0012389568001
UII AMERICA INC
Form 5500-SF
FILING_RECEIVED
UII AMERICA, INC. 401K PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
36
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UII AMERICA INC
.
Find decision makers
Plan sponsor
Name
UII AMERICA INC
EIN
82-4452526
Address
65 BLUE SKY DR. STE 101 · STE101 · BURLINGTON, MA · 01803
Phone
(609) 558-6248
Industry
Professional & Technical Services
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
2025-05-28
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
Related plans
Similar-size Professional & Technical Services plans
DENVER RESEARCH INSTITUTE
DENVER RESEARCH INSTITUTE 403(B) PLAN
$1.7M · 36 participants
GREAT LAKES NEUROTECHNOLOGIES INC.
GREAT LAKES NEUROTECHNOLOGIES INC. 401(K) SAVINGS PLAN
$1.7M · 12 participants
PHOSPHOREX, LLC
PHOSPHOREX, LLC 401(K) P/S PLAN
$1.7M · 19 participants
B2S LIFE SCIENCES LLC
B2S LIFE SCIENCES 401(K) PLAN
$1.7M · 55 participants
CREATIVE ELECTRON, INC.
CREATIVE ELECTRON, INC. 401(K) PROFIT SHARING PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 32 participants
UNIVERSITY INDUSTRY DEMONSTRAT
UNIVERSITY INDUSTRY DEMONSTRAT 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 20 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
