How big is Ulrich of TX, LLC's plan?

Ulrich of TX, LLC's plan reported $2.8M in assets and 99 participants for 2024.

Original filing (PDF)20250618095918NAL0002359777001

Ulrich of TX, LLC

Name: Ulrich of TX, LLC — Ulrich 401(k) Plan, Form 5500 (2024)
Creator: Ulrich of TX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ulrich 401(k) Plan

401(k) retirement plan · Ulrich of TX, LLC's Ulrich 401(k) Plan held $2.8M in plan assets for 99 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Karen Benites signed Ulrich of TX, LLC's 2024 Form 5500 as plan administrator.

Karen Benites — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ulrich of TX, LLC's EIN is 20-2038627.

EIN 20-2038627

Plan number 001

Plan year 2024

ACK ID 20250618095918NAL0002359777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ulrich of TX, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ulrich of TX, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ULRICH OF TX, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ULRICH OF TX, LLC

EIN

all filings

Address

2000 MELISSA LANE · CLEBURNE, TX · 76031

Phone

(817) 506-4425

Industry

Manufacturing

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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