Back to filter
Original filing (PDF)20250728144547NAL0002222353001
UNION SQUARE VENTURES LLC
Form 5500-SF
FILING_RECEIVED
UNION SQUARE VENTURES, LLC 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
19
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION SQUARE VENTURES LLC.
Plan sponsor
Name
UNION SQUARE VENTURES LLC
EIN
83-0367964
Address
817 BROADWAY · 14TH FLOOR · NEW YORK, NY · 10003
Phone
(212) 994-7880
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
AVEC INC.
AVEC INC. 401(K) PLAN
$2.1M · 16 participants
MONTEREY SD PARTNERS, INC.
MONTEREY SD PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 216 participants
VINCENT ALLEN INC
VINCENT ALLEN INC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 7 participants
S NIMBUS LLC
S NIMBUS LLC 401(K) PLAN
$2.1M · 49 participants
FRONTEO USA, INC.
FRONTEO USA, INC. 401K PLAN & TRUST
$2.1M · 21 participants
WATER EDUCATION FOUNDATION
WATER EDUCATION FOUNDATION, INC. PENSION PLAN
$2.1M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B