Original filing (PDF)20251014084733NAL0005111202001

UNITED PLATE GLASS COMPANY, INC.

Name: UNITED PLATE GLASS COMPANY, INC. — UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNITED PLATE GLASS COMPANY, INC.

Form 5500

FILING_RECEIVED

UNITED PLATE GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

194

Accounts w/ balance

211

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 225K (19% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED PLATE GLASS COMPANY, INC..

Plan sponsor

Name

UNITED PLATE GLASS COMPANY, INC.

EIN

25-1405974

Address

108 GRUNDMAN DRIVE · BUTLER, PA · 16001

Phone

(724) 848-7400

Industry

Manufacturingsee 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

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

E.G. CONLEY, PC

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W BAIRD & CO INC.	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$27K	—

Investments

27 direct securities· $9.8M(100% of reported assets)

Other securities

$9.8M

26 holdings

Cash / Money Market

$25K

1 holding

					% of plan
American Funds 2055 Target Date Mutual Funds	Other securities	—	—	$1.4M	14.1%
American Funds 2025 Target Date Mutual Funds	Other securities	—	—	$1.2M	12.3%
American Funds 2050 Target Date Mutual Funds	Other securities	—	—	$1.2M	12.1%
American Funds 2035 Target Date Mutual Funds	Other securities	—	—	$1.1M	10.7%
American Funds 2030 Target Date Mutual Funds	Other securities	—	—	$827K	8.4%
American Funds 2045 Target Date Mutual Funds	Other securities	—	—	$815K	8.3%
American Funds 2040 Target Date Mutual Funds	Other securities	—	—	$693K	7.0%
Notes Receivable from Participants due through December 2029	Other securities	—	—	$501K	5.1%
American Funds 2060 Target Date Mutual Funds	Other securities	—	—	$378K	3.8%
American Funds Washington Mutual Funds	Other securities	—	—	$253K	2.6%
American Funds 2020 Target Date Mutual Funds	Other securities	—	—	$247K	2.5%
JPMorgan Large Cap Growth Mutual Funds	Other securities	—	—	$243K	2.5%
Federated Hermes Total Return Bond Mutual Funds	Other securities	—	—	$193K	2.0%
Key Guaranteed Portfolio Fund Guaranteed Account	Other securities	—	—	$177K	1.8%
Federated Hermes Institutional High Yield Bond Mutual Funds	Other securities	—	—	$93K	0.9%
MFS Mid Cap Value Mutual Funds	Other securities	—	—	$90K	0.9%
Fidelity 500 Index Mutual Funds	Other securities	—	—	$83K	0.8%
MFS Mid Cap Growth Mutual Funds	Other securities	—	—	$82K	0.8%
Empower International Value Institutional Mutual Funds	Other securities	—	—	$54K	0.6%
American Funds 2065 Target Date Mutual Funds	Other securities	—	—	$53K	0.5%
American Funds New World Fund Mutual Funds	Other securities	—	—	$52K	0.5%
MFS International Diversification Mutual Funds	Other securities	—	—	$51K	0.5%
MFS New Discovery Value Mutual Funds	Other securities	—	—	$42K	0.4%
American Funds Money Market Forfeitures Mutual Funds	Cash / Money Market	—	—	$25K	0.3%
Federated Hermes Kaufmann Small Cap Mutual Funds	Other securities	—	—	$23K	0.2%
Fidelity Mid Cap Index Mutual Funds	Other securities	—	—	$18K	0.2%
Fidelity US Bond Index Mutual Funds	Other securities	—	—	$2K	<0.1%