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Original filing (PDF)20251012050401NAL0000040131001
UNIFIED TERMINAL SERVICES LLC
Form 5500
FILING_RECEIVED
UNIFIED TERMINAL SERVICES LLC
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
108
Accounts w/ balance
133
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIFIED TERMINAL SERVICES LLC.
Plan sponsor
Name
UNIFIED TERMINAL SERVICES LLC
EIN
85-1772299
Address
474 WANDO PARK BLVD, SUITE 100 · MT PLEASANT, SC · 29464
Phone
(843) 981-4955
Industry
Transportation & Warehousingsee 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
2025-10-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
27 direct securities· $5.0M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $604K | 11.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $543K | 10.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $508K | 9.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $494K | 9.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $473K | 8.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $400K | 7.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $388K | 7.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $218K | 4.1% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $169K | 3.2% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $163K | 3.0% | |
| FED HERMES US TRE CASH RES PRM | Registered Investment Companies | — | — | $158K | 2.9% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $125K | 2.3% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $122K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $115K | 2.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $115K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $89K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $65K | 1.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $62K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $62K | 1.2% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $60K | 1.1% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $52K | 1.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $22K | 0.4% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $2K | <0.1% |
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