How big is Unispace of North America, LLC's plan?

Unispace of North America, LLC's plan reported $12.2M in assets and 110 participants for 2024.

Original filing (PDF)20251006114613NAL0001828659001

Unispace of North America, LLC

Name: Unispace of North America, LLC — Unispace 401(k), Form 5500 (2024)
Creator: Unispace of North America, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unispace 401(k) Plan

401(k) retirement plan · Unispace of North America, LLC's Unispace 401(k) Plan held $12.2M in plan assets for 110 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

~86 bps in Sched C fees

Active participants

110

Accounts w/ balance

223

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Unispace of North America, LLC's EIN is 90-0793408.

EIN 90-0793408

Plan number 001

Plan year 2024

ACK ID 20251006114613NAL0001828659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

UNISPACE OF NORTH AMERICA, LLC

EIN

all filings

Address

75 STATE STREET · SUITE 2503 · BOSTON, MA · 02109

Phone

(617) 996-1200

Industry

Construction

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

2025-10-06

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$45K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	26-4310632	—	NONE	$59K	—

Investments

28 direct securities· $12.2M(100% of reported assets)

Common Collective Trusts

$9.3M

14 holdings

Mutual Funds

$1.7M

6 holdings

Other securities

$592K

5 holdings

Common Stocks

$340K

2 holdings

Stable Value

$272K

1 holding

					% of plan
Schwab Target 2045 Idx Mutual fund	Common Collective Trusts	—	—	$2.0M	16.7%
Schwab Target 2040 Idx Mutual fund	Common Collective Trusts	—	—	$1.4M	11.4%
Schwab S&P 500 Select Mutual fund	Common Collective Trusts	—	—	$1.2M	10.0%
Schwab Target 2055 Idx Mutual fund	Common Collective Trusts	—	—	$1.1M	8.8%
Fidelity Adv New Insights Z Mutual fund	Mutual Funds	—	—	$974K	8.0%
Schwab Target 2035 Idx Mutual fund	Common Collective Trusts	—	—	$826K	6.8%
Schwab Target 2050 Idx Mutual fund	Common Collective Trusts	—	—	$818K	6.7%
Schwab Internatl Idx Select Mutual fund	Common Collective Trusts	—	—	$610K	5.0%
Schwab Target 2060 Idx Mutual fund	Common Collective Trusts	—	—	$589K	4.8%
Schwab Target 2030 Idx Mutual fund	Common Collective Trusts	—	—	$524K	4.3%
Columbia Dividend Inc Inst 3 Mutual fund	Common Stocks	—	—	$338K	2.8%
(1) Standard Stable Asset A Stable value fund	Stable Value	—	—	$272K	2.2%
Voya Intermediate Bond I Mutual fund	Other securities	—	—	$249K	2.0%
Schwab Small Cap Index Mutual fund	Mutual Funds	—	—	$247K	2.0%
PGIM Jennison MdCpGr Z Mutual fund	Other securities	—	—	$229K	1.9%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$191K	1.6%
Schwab Target 2025 Idx Mutual fund	Common Collective Trusts	—	—	$135K	1.1%
Franklin Small Cap Growth R6 Mutual fund	Mutual Funds	—	—	$127K	1.0%
Allspring Special Mid Cap Val Mutual fund	Other securities	—	—	$90K	0.7%
Vanguard EmergMktStkIdx Adm Mutual fund	Mutual Funds	—	—	$81K	0.7%
American Funds Am Bal R6 Mutual fund	Mutual Funds	—	—	$49K	0.4%
Schwab Target 2020 Idx Mutual fund	Common Collective Trusts	—	—	$46K	0.4%
Vanguard Tot Bd Mkt Idx Adm Mutual fund	Common Collective Trusts	—	—	$28K	0.2%
Schwab Target 2015 Idx Mutual fund	Common Collective Trusts	—	—	$15K	0.1%
Delaware Sm Cp Value Instl Mutual fund	Other securities	—	—	$14K	0.1%
Schwab Target 2010 Idx Mutual fund	Common Collective Trusts	—	—	$14K	0.1%
Cohen & Steers Instl Realty Mutual fund	Other securities	—	—	$9K	<0.1%
Eaton Vance Inc Fd Boston R6 Mutual fund	Common Stocks	—	—	$2K	<0.1%