Luis Agosto-SOSA signed ULMA FORM Works, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ULMA FORM Works, Inc.'s EIN is 22-3617107.
Download the official 2024 Form 5500 (PDF) for ULMA FORM Works, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ULMA FORM Works, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
| PI | % 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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