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Original filing (PDF)20250924171640NAL0006967681001
UFP TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
UFP TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
939
Accounts w/ balance
728
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UFP TECHNOLOGIES, INC..
Plan sponsor
Name
UFP TECHNOLOGIES, INC.
EIN
04-2314970
Address
100 HALE STREET · NEWBURYPORT, MA · 01950
Phone
(978) 352-2200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 04-1590850 | — | BROKER/ADVISOR | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | SERVICE PROVIDER | $23K | — |
| ADP, INC. | 13-3036745 | — | SERVICE PROVIDER | $13K | — |
| MINUTEMAN PRESS | 83-2832241 | — | SERVICE PROVIDER | $6K | — |
Investments
34 direct securities· $56.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm " | — | — | — | $9.0M | 16.0% | |
| JP Morgan Large Cap Growth Fund R6 " | — | — | — | $6.6M | 11.7% | |
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $3.9M | 7.0% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $3.3M | 5.9% | |
| Voya Fixed Account Guaranteed investment contract (FBR) | — | — | — | $3.2M | 5.8% | |
| Dodge & Cox Stock Fund I " | — | — | — | $2.6M | 4.6% | |
| American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $2.5M | 4.5% | |
| Virtus KAR Mid Cap Core R6 Fund " | — | — | — | $2.3M | 4.0% | |
| American Funds American Balanced R6 Fund " | — | — | — | $1.9M | 3.3% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $1.8M | 3.3% | |
| American Funds New Perspective R6 Fund " | — | — | — | $1.6M | 2.9% | |
| Fidelity Advisor International Capital Appreciation Z Fund " | — | — | — | $1.5M | 2.6% | |
| John Hancock Bond Fund Class R6 " | — | — | — | $1.5M | 2.6% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $1.2M | 2.1% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $1.1M | 2.0% | |
| American Funds New World R6 Fund " | — | — | — | $1.1M | 2.0% | |
| American Funds 2020 Target Date Retirement R6 Fund " | — | — | — | $1.1M | 1.9% | |
| Principal High Yield Fund R6 " | — | — | — | $1.1M | 1.9% | |
| Vanguard Total International Stock Index Fund Adm " | — | — | — | $1.0M | 1.9% | |
| Vanguard Mid-Cap Index Fund Adm " | — | — | — | $969K | 1.7% | |
| Goldman Sachs Small Cap Value Insight R6 Fund " | — | — | — | $939K | 1.7% | |
| Cohen & Steers Real Estate Securities Fund Z " | — | — | — | $821K | 1.5% | |
| Victory Sycamore Established Value Fund " | — | — | — | $750K | 1.3% | |
| American Funds Small Cap World R6 Fund " | — | — | — | $725K | 1.3% | |
| PIMCO Income Fund Institutional " | — | — | — | $652K | 1.2% | |
| Vanguard Small-Cap Index Fund Adm " | — | — | — | $593K | 1.1% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $533K | 0.9% | |
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $426K | 0.8% | |
| Vanguard Explorer Fund Adm " | — | — | — | $419K | 0.7% | |
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $361K | 0.6% | |
| BlackRock Sustainable Advantage Large Cap Core Fund K " | — | — | — | $283K | 0.5% | |
| American Funds 2065 Target Date Retirement R6 Fund " | — | — | — | $247K | 0.4% | |
| American Funds 2015 Target Date Retirement R6 Fund " | — | — | — | $131K | 0.2% | |
| American Funds 2010 Target Date Retirement R6 Fund Pooled separate account | — | — | — | $33K | <0.1% |