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Original filing (PDF)20251014093638NAL0002519121001
UNIVAR SOLUTIONS USA LLC
Form 5500
FILING_RECEIVED
UNIVAR SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
5,285
Accounts w/ balance
7,199
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
20 pooled trusts
Schedule D
21 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
- 12 bps in Schedule C fees — 132% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVAR SOLUTIONS USA LLC.
Plan sponsor
Name
UNIVAR SOLUTIONS USA LLC
EIN
91-1347935
Address
UNIVAR USA INC. · 3075 HIGHLAND PKWY. SUITE 200 · DOWNERS GROVE, IL · 605151288
Phone
(331) 777-6000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $352K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $369K | — |
| MERCER | 13-2834414 | — | INVESTMENT ADVISOR | $366K | — |
| MERCER INVESTMENTS LLC | 12-2834414 | — | INVESTMENT ADVISOR | $126K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | 91-1194016 | — | ACCOUNTANT/AUDITOR | $34K | — |
Investments
16 direct securities · 20 pooled funds· $1.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.0B
20 holdings
Uncategorized
$707.8M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $258.5M | 24.0% | |
| State Street Target Retirement 2030 Collective Trust Fund | — | — | — | $127.5M | 11.8% | |
| SS TRGT RET 2030 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $127.5M | 11.8% | |
| State Street Target Retirement 2035 Collective Trust Fund | — | — | — | $90.5M | 8.4% | |
| SS TRGT RET 2035 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $90.5M | 8.4% | |
| State Street Target Retirement 2040 Collective Trust Fund | — | — | — | $90.3M | 8.4% | |
| SS TRGT RET 2040 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $90.3M | 8.4% | |
| State Street Target Retirement 2025 Collective Trust Fund | — | — | — | $66.5M | 6.2% | |
| SS TRGT RET 2025 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $66.5M | 6.2% | |
| State Street Target Retirement 2045 Collective Trust Fund | — | — | — | $62.7M | 5.8% | |
| SS TRGT RET 2045 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $62.7M | 5.8% | |
| State Street Target Retirement 2050 Collective Trust Fund | — | — | — | $58.9M | 5.5% | |
| SS TRGT RET 2050 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $58.9M | 5.5% | |
| Invesco Stable Value Collective Trust Fund | — | — | — | $41.6M | 3.9% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $41.6M | 3.9% | |
| State Street Target Retirement 2055 Collective Trust Fund | — | — | — | $34.1M | 3.2% | |
| SS TRGT RET 2055 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $34.1M | 3.2% | |
| State Street Target Retirement 2020 Collective Trust Fund | — | — | — | $33.2M | 3.1% | |
| SS TRGT RET 2020 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $33.2M | 3.1% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $32.0M | 3.0% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $30.8M | 2.9% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $25.3M | 2.3% | |
| State Street Russell Small/Mid Cap Index Collective Trust Fund | — | — | — | $24.7M | 2.3% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $24.7M | 2.3% | |
| State Street Target Retirement Income Collective Trust Fund | — | — | — | $21.4M | 2.0% | |
| SS TRGT RET INC IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $21.4M | 2.0% | |
| State Street Global All Cap Equity ex-U.S. Index Collective Trust Fund | — | — | — | $16.6M | 1.5% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $16.6M | 1.5% | |
| State Street Target Retirement 2060 Collective Trust Fund | — | — | — | $14.0M | 1.3% | |
| SS TRGT RET 2060 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $14.0M | 1.3% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | — | — | — | $13.7M | 1.3% | |
| State Street US Bond Index Collective Trust Fund | — | — | — | $8.6M | 0.8% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $8.6M | 0.8% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $3.6M | 0.3% | |
| State Street Target Retirement 2065 Collective Trust Fund | — | — | — | $3.3M | 0.3% | |
| SS TRGT RET 2065 IV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $3.3M | 0.3% |