# United Parcel Service Of America, INC. 401(k) Plan Source: https://planprovider.pro/companies/united-parcel-service-of-america-inc-352371556-001 > United Parcel Service Of America, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** United Parcel Service Of America, INC. - **Sponsor EIN:** 352371556 - **Sponsor Address:** 55 GLENLAKE PARKWAY NE, ATLANTA, GA, 30328 - **Plan Type:** 401(k) - **Plan Number:** 001 - **Total Participants:** 0 - **Total Assets:** $42.9B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|0|$42.9B|$0|$0| | 2023|0|$51.4B|$0|$0| | 2022|0|$50.4B|$0|$0| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | NISA INVESTMENT ADVISORS|Other Service Provider|$17,124,205|—|$17,124,205| | III OFFSHORE ADVISORS|Other Service Provider|$5,134,742|—|$5,134,742| | PACIFIC INVESTMENT MANAGEMENT|Other Service Provider|$3,161,709|—|$3,161,709| | DOUBLELINE MANAGEMENT LP|Other Service Provider|$2,369,507|—|$2,369,507| | T. ROWE PRICE ASSOCIATES, INC.|Other Service Provider|$2,351,667|—|$2,351,667| | SECURITY CAPITAL RESEARCH|Other Service Provider|$2,238,916|—|$2,238,916| | PROLOGIS TARGETED U.S.|Other Service Provider|$2,176,554|—|$2,176,554| | GSO EUROPEAN SENIOR DEBT|Other Service Provider|$2,014,513|—|$2,014,513| | BLACKSTONE CREDIT SYSTEMATIC|Other Service Provider|$1,475,833|—|$1,475,833| | WELLINGTON MANAGEMENT COMPANY|Other Service Provider|$1,360,173|—|$1,360,173| | ACADIAN ASSET MANAGEMENT LLC|Other Service Provider|$1,287,877|—|$1,287,877| | ARES MANAGEMENT HOLDINGS L.P.|Other Service Provider|$1,203,099|—|$1,203,099| | PGIM, INC|Recordkeeper|$1,145,203|—|$1,145,203| | BLACKROCK FINANCIAL|Other Service Provider|$1,104,844|—|$1,104,844| | COMMINGLED PENSION TR FUND SP|Recordkeeper|$1,006,828|—|$1,006,828| | UPS GROUP TRUST|Other Service Provider|$1,001,073|—|$1,001,073| | FMR LLC|Other Service Provider|$989,226|—|$989,226| | POST ADVISORY GROUP LLC|Other Service Provider|$784,700|—|$784,700| | SEAPORT EUROPEAN PROPERTY|Other Service Provider|$741,669|—|$741,669| | UBS TRUMBELL FUND LP|Other Service Provider|$714,589|—|$714,589| | CAPITAL INTERNATIONAL INC.|Other Service Provider|$681,997|—|$681,997| | SHENKMAN CAPITAL MANAGEMENT|Other Service Provider|$630,949|—|$630,949| | BLACKSTONE CAPITAL PARTNERS|Other Service Provider|$616,910|—|$616,910| | MORGAN STANLEY INVESTMENT|Other Service Provider|$606,071|—|$606,071| | RIDGEMONT EQUITY PARTNERS|Other Service Provider|$433,658|—|$433,658| | THE BANK OF NEW YORK MELLON|Other Service Provider|$357,620|—|$357,620| | KING & SPALDING LLP|Other Service Provider|$352,164|—|$352,164| | PARAMETRIC PORTFOLIO ASSOCIATE|Other Service Provider|$302,822|—|$302,822| | BLACKSTONE CAPITAL PARTNERS|Other Service Provider|$301,439|—|$301,439| | CBRE GLOBAL INVESTORS LLC|Other Service Provider|$299,672|—|$299,672| | MORGAN STANLEY CAPITAL|Other Service Provider|$290,846|—|$290,846| | PROSKAUER ROSE, LLP|Other Service Provider|$267,734|—|$267,734| | FACTSET RESEARCH SYSTEMS, INC.|Other Service Provider|$238,934|—|$238,934| | LOCKWOOD ADVISORS INC|Other Service Provider|$211,507|—|$211,507| | RIDGEMONT EQUITY PARTNERS I LP|Other Service Provider|$174,238|—|$174,238| | BERKSHIRE BRIDGE LOAN|Other Service Provider|$109,176|—|$109,176| | BLACKSTONE HOLDINGS I L.P|Other Service Provider|$76,004|—|$76,004| | ARNOLD & PORTER KAYE SCHOLER|Other Service Provider|$54,933|—|$54,933| | PSG FIDELITY CO-INVEST L.P.|Other Service Provider|$51,730|—|$51,730| | BRANDYWINE GLOBAL INVESTMENT|Other Service Provider|$37,657|—|$37,657| | ERIC M. P. TANG INC.|Other Service Provider|$33,750|—|$33,750| | DELOITTE & TOUCHE, LLP|Auditor|$32,690|—|$32,690| | AEW CAPITAL MANAGEMENT L.P.|Other Service Provider|$30,519|—|$30,519| | SILVER LAKE PARTNERS III, L.P.|Other Service Provider|$19,575|—|$19,575| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PGIM, INC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper - [COMMINGLED PENSION TR FUND SP](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $55,599,522 - **Estimated Expense Ratio:** 0.130% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$280,487,571|$51,377,367|—|—|—| | 2023|$273,776,404|$64,206,988|—|—|—| | 2022|$180,398,208|$92,452,878|—|—|$859,076| ## Similar Plans - [Bradley Mannone](https://planprovider.pro/companies/bradley-mannone-plan) — 1 participants - [Imerys Usa, INC.](https://planprovider.pro/companies/imerys-usa-inc-203617354-001) — 0 participants - [Delta Air Lines, INC.](https://planprovider.pro/companies/delta-air-lines-inc-366751614-007) — 0 participants - [Georgia Chamber Federation Health Benefit Plan](https://planprovider.pro/companies/georgia-chamber-federation-health-benefit-plan-831289985-501) — 0 participants - [Invesco Advisers, INC.](https://planprovider.pro/companies/invesco-advisers-inc-932703563-001) — 0 participants - [Invesco Trust Company](https://planprovider.pro/companies/invesco-trust-company-202583973-181) — 0 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-parcel-service-of-america-inc-352371556-001) © 2026 PlanProvider.Pro