Original filing (PDF)20250813124203NAL0025540466001

UDC, INC

Name: UDC, INC — UNIVERSAL DISPLAY CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: UDC, INC

Form 5500

FILING_RECEIVED

UNIVERSAL DISPLAY CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

408

Accounts w/ balance

508

Plan assets (EOY)

$75.4M

Net assets (EOY)

$75.4M

How this plan invests

This plan

1 pooled trust

Schedule D

52 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

21 bps in Schedule C fees — modestly above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UDC, INC.

Plan sponsor

Name

UDC, INC

EIN

22-3358245

Address

375 PHILLIPS BOULEVARD · EWING, NJ · 08618

Phone

(609) 671-0980

Industry

Professional & Technical Servicessee 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

2025-08-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Auditor

TORRILLO & ASSOCIATES, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS LLC	13-4078005	—	ADVISOR	$117K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
TORRILLO & ASSOCIATES, LLC	83-0414789	—	ACCOUNTANT\AUDITOR	$8K	—

Investments

51 direct securities · 1 pooled fund· $75.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$74.0M

51 holdings

Common Collective Trust

$1.4M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2035 Target Date Retirement Fund	—	—	—	$5.9M	7.8%
Fidelity 500 Index Fund	—	—	—	$5.7M	7.6%
JPMorgan Large Cap Growth	—	—	—	$5.6M	7.4%
American Funds 2040 Target Date Retirement Fund	—	—	—	$5.6M	7.4%
American Funds 2030 Target Date Retirement Fund	—	—	—	$5.1M	6.8%
American Funds 2025 Target Date Retirement Fund	—	—	—	$4.8M	6.3%
American Funds 2020 Target Date Retirement Fund	—	—	—	$4.3M	5.8%
American Funds 2045 Target Date Retirement Fund	—	—	—	$4.1M	5.5%
American Funds 2050 Target Date Retirement Fund	—	—	—	$3.1M	4.1%
American Funds 2055 Target Date Retirement Fund	—	—	—	$2.7M	3.6%
Fidelity Total Market Index Fund	—	—	—	$2.3M	3.1%
JPMorgan US Equity Fund	—	—	—	$2.3M	3.0%
BlackRock Equity Dividend Fund	—	—	—	$2.2M	2.9%
Fidelity US Bond Index Fund	—	—	—	$1.6M	2.1%
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$1.4M	1.9%
Fidelity International Index Fund	—	—	—	$1.4M	1.8%
Fidelity Advisor Government Income Fund	—	—	—	$1.3M	1.8%
Principal Mid Cap S&P 400 Index Fund	—	—	—	$950K	1.3%
Fidelity Mid Cap Index Fund	—	—	—	$930K	1.2%
Invesco Developing Markets Fund	—	—	—	$884K	1.2%
American Funds 2010 Target Date Retirement Fund	—	—	—	$845K	1.1%
American Funds 2060 Target Date Retirement Fund	—	—	—	$819K	1.1%
JPMorgan Equity Income Fund	—	—	—	$795K	1.1%
Fidelity Small Cap Index Fund	—	—	—	$777K	1.0%
JPMorgan US Small Company Fund	—	—	—	$776K	1.0%
Fidelity Extended Market Index Fund	—	—	—	$685K	0.9%
BlackRock Global Allocation Fund	—	—	—	$655K	0.9%
MFS International Diversification Fund	—	—	—	$619K	0.8%
Hermes Kaufmann Small Cap Fund	—	—	—	$602K	0.8%
Fidelity Advisor Asset Manager 60% Fund	—	—	—	$599K	0.8%
Columbia Floating Rate Fund	—	—	—	$521K	0.7%
American Century Mid Cap Value Fund	—	—	—	$489K	0.6%
JPMorgan High Yield Fund	—	—	—	$484K	0.6%
Fidelity Strategic Income Fund	—	—	—	$478K	0.6%
Nuveen Real Estate Securities Fund	—	—	—	$476K	0.6%
AB Small Cap Growth Portfolio	—	—	—	$466K	0.6%
Franklin Utilities Fund	—	—	—	$373K	0.5%
Participant Loans Interest rates of 3.25% - 8.50% with maturities through 2035	—	—	—	$348K	0.5%
PGIM Total Return Bond Fund	—	—	—	$325K	0.4%
Fidelity Advisor Asset Manager 85% Fund	—	—	—	$308K	0.4%
Principal Small Cap S&P 600	—	—	—	$264K	0.4%
Fidelity International Small Cap Fund	—	—	—	$252K	0.3%
American Century Small Cap Value Fund	—	—	—	$222K	0.3%
American Funds 2065 Target Date Retirement Fund	—	—	—	$208K	0.3%
JPMorgan Mid Cap Growth Fund	—	—	—	$160K	0.2%
Fidelity Advisor Asset Manager 50% Fund	—	—	—	$148K	0.2%
American Funds EuroPacific Growth Fund	—	—	—	$145K	0.2%
American Century Inflation Adjusted Bond Fund	—	—	—	$145K	0.2%
Fidelity Materials Fund	—	—	—	$63K	<0.1%
American Funds 2015 Target Date Retirement Fund	—	—	—	$14K	<0.1%
Fidelity Government Money Market Fund	—	—	—	$9K	<0.1%
Fidelity Advisor Asset Manager 40% Fund	—	—	—	$9K	<0.1%