Filings through Oct 24, 2026.

Retirement plan

Unified Terminal Services LLC

Name: UNIFIED TERMINAL SERVICES LLC - UNIFIED TERMINAL SERVICES LLC (2024) Form 5500
Creator: UNIFIED TERMINAL SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIFIED TERMINAL SERVICES LLC, UNIFIED TERMINAL SERVICES LLC

Unified Terminal Services LLCEIN 85-1772299Plan #001PY 2024

474 WANDO PARK BLVD, SUITE 100 - MT PLEASANT, SC 29464843-981-4955

Prospect flagsHigh feesFew collective trustsFund lineup: 7 funds, $4.9M

How to read this page

Total assets (EOY)

$5.4M

No prior year

Total participants

137

No prior year

Average account balance

$40,408

No prior year

Annual return

15.06%

No prior year

Benchmarks

See 1,236 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,236 peers

Snapshot2024

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$26,743
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166	Recordkeeping	$21,295
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Fund lineup

CSV with Pro

7 funds of $250K or more; 14 lines in all, holding $4.9M of the plan's $5.4M. From the 2024 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans of $5M to $50M (40,271 plans)

In index funds12%median 22% for plans of $5M to $50M (40,271 plans)

In the main target-date series65%median 38% for plans of $5M to $50M (40,271 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages	T. Rowe Price	Mutual fund	$3.2M	64.9%
Dodge & Cox Income Fund Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$604K	12.4%
Nomura Small Cap Core Fund Macquarie / Nomura · Mutual fund	Macquarie / Nomura	Mutual fund	$169K	3.5%
Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$163K	3.3%
Voya Large Cap Growth Portfolio Voya · Mutual fund	Voya	Mutual fund	$125K	2.6%
Reserve Vanguard Large Cap Index Adm Vanguard · Mutual fund Index	Vanguard	Mutual fund	$122K	2.5%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$115K	2.4%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$115K	2.4%
JPMorgan Equity Income Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$89K	1.8%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$65K	1.3%

See the other 4 lines in this lineup with Pro.

Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$48K

$445 / participant

Recordkeeping$27K55.7%
Investment mgmt$21K44.3%

% of EOY assets

0.894%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER1+ years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$26,743

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS FINANCIAL SERVICES, INC.

Service code 15 · EIN 13-2638166

Recordkeeping

$21,295

ADP BROKER-DEALER1+ years

Service code 59 · EIN 22-3319984

Shareholder Servicing

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 12 vintages

$3.2M

64.9%

Dodge & Cox Income Fund

Dodge & Cox · Mutual fund

$604K

12.4%

Nomura Small Cap Core Fund

Macquarie / Nomura · Mutual fund

$169K

3.5%

Vanguard Ftse All-World ex-US Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$163K

3.3%

Voya Large Cap Growth Portfolio

Voya · Mutual fund

$125K

2.6%

Reserve Vanguard Large Cap Index Adm

Vanguard · Mutual fund

Index

$122K

2.5%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$115K

2.4%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$115K

2.4%

JPMorgan Equity Income Fund

JPMorgan · Mutual fund

$89K

1.8%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$65K

1.3%

Unified Terminal Services LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Unified Terminal Services LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion