United Spinal Association 401(k) Plan: Login, Facts & Contact Information

United Spinal Association 401(k) Plan Facts

Plan name
UNITED SPINAL ASSOCIATION 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
UNITED SPINAL ASSOCIATION, INC.
Participants
77 (35 active employees)
Plan assets
$6,031,242 at Jun 30, 2025
Average account balance
$82,620 across 73 accounts
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 1980
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Jan 27, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $197,038 went into the plan in contributions.
  • $1.46 million was paid out to participants.
  • Investment and other income added $764,145.

How the United Spinal Association 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201974$6.14 million$103,135$574,169
202076$7.94 million$86,658$125,216
202182$6.07 million$147,160$1.02 million
202289$6.82 million$97,994$250,066
202394$6.56 million$0$1.37 million
202477$6.03 million$0$1.46 million

United Spinal Association 401(k) Contact Information

Phone
929-733-7931
Mailing address
102 DUANE ROAD, FORT TOTTEN NY 11359
Plan sponsor
UNITED SPINAL ASSOCIATION, INC.
Employer identification number (EIN)
13-5612621
Plan number
001

Questions about the United Spinal Association 401(k)

Does United Spinal Association contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the United Spinal Association 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the United Spinal Association 401(k) plan?

77 participants at the start of plan year 2024, 35 of them active employees.

What is the average 401(k) balance at United Spinal Association?

About $82,620 per account: $6.03 million in plan assets across 73 accounts with a balance at the end of plan year 2024.

Who manages the United Spinal Association 401(k) accounts?

DIVERSIFIED INVESTMENT ADVISORS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at United Spinal Association. How do I access my 401(k)?

Your account stays with DIVERSIFIED INVESTMENT ADVISORS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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