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Original filing (PDF)20250916051407NAL0001636641001
ULMA FORM WORKS, INC
Form 5500
FILING_RECEIVED
ULMA FORM WORKS 401(K) PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
110
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULMA FORM WORKS, INC.
Plan sponsor
Name
ULMA FORM WORKS, INC
EIN
22-3617107
Address
16-00 ROUTE 208 SOUTH · SUITE LL4 · FAIRLAWN, NJ · 07410
Phone
(201) 691-4480
Industry
Real Estatesee 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
2025-09-16
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)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
41 direct securities· $6.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AC INFLATION ADJ BOND R6 252 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 18.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $904K | 13.2% | |
| TEMPLETON FOREIGN FUND R6 19 REGISTERED INVESTMENT COMPANY AMC EMERGING MKTS - R6 0 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $880K | 12.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $735K | 10.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $591K | 8.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $508K | 7.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $315K | 4.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $291K | 4.2% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $183K | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $144K | 2.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $142K | 2.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $96K | 1.4% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $75K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $74K | 1.1% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $70K | 1.0% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $69K | 1.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $41K | 0.6% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $29K | 0.4% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $21K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $18K | 0.3% | |
| AMC FOCUSED LARGE CAP VAL R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| FRANKLIN REAL ESTATE SEC R6 0 REGISTERED INVESTMENT COMPANY VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $11K | 0.2% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $8K | 0.1% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $8K | 0.1% | |
| NUVEEN EQUITY INDEX R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN GLOBAL CAPITAL CYCLES -INV | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| JPMORGAN US GARP EQUITY R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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