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Sponsor portfolio

UNISOURCE DATA SERVICES INC.

EIN 13-3572385-Information-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
544 WEST 27TH ST, #6 FLOOR - NEW YORK, NY 10001212-644-5077
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 2 part#001401k-$884K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • DEFINED BENEFIT PLAN (#002)2
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNISOURCE DATA SERVICES DEFINED BENEFIT PLAN

CashBalance

Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNISOURCE INC. PROFIT SHARING PLAN

401k

Assets$884K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNISOURCE DATA SERVICES DEFINED BENEFIT PLANCashBalance$1.9M22025
001UNISOURCE INC. PROFIT SHARING PLAN401k$884K62025
Retirement plans
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