Original filing (PDF)20250722092040NAL0001086099001

USSAM SERVICES, LLC

Name: USSAM SERVICES, LLC — USSAM SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: USSAM SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

USSAM SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USSAM SERVICES, LLC.

Plan sponsor

Name

USSAM SERVICES, LLC

EIN

85-3965224

Address

3107 CONCORD AVE · WESTON, WI · 54476

Phone

(715) 551-0252

Industry

Real Estatesee 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BOARDWALK CAPITAL HOLDINGS, LTD.

BOARDWALK CAPITAL HOLDINGS, LTD, 401K PROFIT SHARING PLAN

$464K · 55 participants

LINCOLN REALTY, LLC

LINCOLN REALTY, LLC RETIREMENT SAVINGS PLAN

$464K · 9 participants

PML MANAGEMENT CORPORATION

PML MANAGEMENT CORPORATION 401(K) PLAN

$464K · 11 participants

KANBAR PROPERTY MANAGEMENT, LLC

KANBAR PROPERTY MANAGEMENT, LLC 401(K) PLAN

$464K · 27 participants

ON-TOP REALTY, INC.

ON-TOP REALTY RETIREMENT PLAN