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Original filing (PDF)20251014150100NAL0003103969001
ULE GROUP CORP.
Form 5500
FILING_RECEIVED
ULE GROUP CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
102
Accounts w/ balance
166
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds 2040 Target Date-R5E" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULE GROUP CORP..
Plan sponsor
Name
ULE GROUP CORP.
EIN
22-3921707
Address
60 HOFFMAN AVENUE · HAUPPAUGE, NY · 11788
Phone
(631) 499-6664
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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
LM COHEN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV. | 82-4555287 | — | RECORDKEEPER | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $2K | — |
Investments
22 direct securities · 1 pooled fund· $2.4M(81% 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
$2.4M
22 holdings
Pooled Separate Account
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date-R5E | — | — | — | $722K | 24.4% | |
| American Funds American Funds 2035 Target Date-R5E | — | — | — | $397K | 13.4% | |
| American Funds American Funds 2055 Target Date-R5E | — | — | — | $315K | 10.7% | |
| American Funds American Funds 2050 Target Date-R5E | — | — | — | $285K | 9.6% | |
| American Funds American Funds 2045 Target Date-R5E | — | — | — | $254K | 8.6% | |
| American Funds American Funds 2060 Target Date-R5E | — | — | — | $103K | 3.5% | |
| American Funds American Funds 2020 Target Date-R5E | — | — | — | $89K | 3.0% | |
| American Funds American Funds 2030 Target Date-R5E | — | — | — | $82K | 2.8% | |
| American Funds AF U.S. Government Money Market-R5E | — | — | — | $39K | 1.3% | |
| American Funds American Funds 2065 Target Date-R5E | — | — | — | $18K | 0.6% | |
| American Funds American Funds 2015 Target Date-R5E | — | — | — | $16K | 0.5% | |
| American Funds Capital Income Builder-R5E | — | — | — | $12K | 0.4% | |
| American Funds AF Global Insight Fund-R5E ** 42 American Funds Amcap Fund-R5E ** 295 American Funds New World Fund-R5E ** 674 American Funds The Growth Fund of America-R5E | — | — | — | $10K | 0.3% | |
| American Funds The Investment Company of America-R5E | — | — | — | $10K | 0.3% | |
| Notes receivable from participants with interest rate of 9.50% | — | — | — | $10K | 0.3% | |
| American Funds The New Economy Fund-R5E | — | — | — | $8K | 0.3% | |
| PRIN U.S. PROPERTY SEP-ACCT R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $4K | 0.1% | |
| American Funds Capital World Growth and Income-R5E | — | — | — | $3K | <0.1% | |
| American Funds The Income Fund of America-R5E | — | — | — | $2K | <0.1% | |
| American Funds American Mutual Fund-R5E | — | — | — | $2K | <0.1% | |
| American Funds Washington Mutual Investors Fund-R5E | — | — | — | $2K | <0.1% | |
| American Funds American Funds 2010 Target Date-R5E | — | — | — | $2K | <0.1% | |
| American Funds American Funds 2025 Target Date-R5E | — | — | — | $1K | <0.1% |
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