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Original filing (PDF)20251006114613NAL0001828659001
UNISPACE OF NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
UNISPACE 401(K) PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
110
Accounts w/ balance
223
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
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 (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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 86 bps in Schedule C fees — 195% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNISPACE OF NORTH AMERICA, LLC.
Plan sponsor
Name
UNISPACE OF NORTH AMERICA, LLC
EIN
90-0793408
Address
75 STATE STREET · SUITE 2503 · BOSTON, MA · 02109
Phone
(617) 996-1200
Industry
Constructionsee 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
2025-10-06
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
EFPR GROUP, CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $59K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $45K | — |
Investments
28 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Target 2045 Idx Mutual fund | — | — | — | $2.0M | 16.7% | |
| Schwab Target 2040 Idx Mutual fund | — | — | — | $1.4M | 11.4% | |
| Schwab S&P 500 Select Mutual fund | — | — | — | $1.2M | 10.0% | |
| Schwab Target 2055 Idx Mutual fund | — | — | — | $1.1M | 8.8% | |
| Fidelity Adv New Insights Z Mutual fund | — | — | — | $974K | 8.0% | |
| Schwab Target 2035 Idx Mutual fund | — | — | — | $826K | 6.8% | |
| Schwab Target 2050 Idx Mutual fund | — | — | — | $818K | 6.7% | |
| Schwab Internatl Idx Select Mutual fund | — | — | — | $610K | 5.0% | |
| Schwab Target 2060 Idx Mutual fund | — | — | — | $589K | 4.8% | |
| Schwab Target 2030 Idx Mutual fund | — | — | — | $524K | 4.3% | |
| Columbia Dividend Inc Inst 3 Mutual fund | — | — | — | $338K | 2.8% | |
| (1) Standard Stable Asset A Stable value fund | — | — | — | $272K | 2.2% | |
| Voya Intermediate Bond I Mutual fund | — | — | — | $249K | 2.0% | |
| Schwab Small Cap Index Mutual fund | — | — | — | $247K | 2.0% | |
| PGIM Jennison MdCpGr Z Mutual fund | — | — | — | $229K | 1.9% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $191K | 1.6% | |
| Schwab Target 2025 Idx Mutual fund | — | — | — | $135K | 1.1% | |
| Franklin Small Cap Growth R6 Mutual fund | — | — | — | $127K | 1.0% | |
| Allspring Special Mid Cap Val Mutual fund | — | — | — | $90K | 0.7% | |
| Vanguard EmergMktStkIdx Adm Mutual fund | — | — | — | $81K | 0.7% | |
| American Funds Am Bal R6 Mutual fund | — | — | — | $49K | 0.4% | |
| Schwab Target 2020 Idx Mutual fund | — | — | — | $46K | 0.4% | |
| Vanguard Tot Bd Mkt Idx Adm Mutual fund | — | — | — | $28K | 0.2% | |
| Schwab Target 2015 Idx Mutual fund | — | — | — | $15K | 0.1% | |
| Delaware Sm Cp Value Instl Mutual fund | — | — | — | $14K | 0.1% | |
| Schwab Target 2010 Idx Mutual fund | — | — | — | $14K | 0.1% | |
| Cohen & Steers Instl Realty Mutual fund | — | — | — | $9K | <0.1% | |
| Eaton Vance Inc Fd Boston R6 Mutual fund | — | — | — | $2K | <0.1% |
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