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Original filing (PDF)20251013175932NAL0002550208001
ULSE INC.
Form 5500
FILING_RECEIVED
ULSE AND ULRI FINANCIAL SECURITY PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
433
Plan assets (EOY)
$63.5M
Net assets (EOY)
$63.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULSE INC..
Plan sponsor
Name
ULSE INC.
EIN
30-1211139
Address
1603 ORRINGTON AVE · SUITE 1700 · EVANSTON, IL · 60201
Phone
(847) 664-2378
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
27 direct securities · 2 pooled funds· $71.4M(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
$56.0M
26 holdings
Common Collective Trust
$8.1M
1 holding
Mutual Funds
$5.1M
1 holding
Master Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Trust Fund * FMTC Fidelity Short Intermediate Prime Commingled Pool | — | — | — | $8.1M | 12.8% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $8.1M | 12.8% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $7.6M | 12.0% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares | Mutual Funds | — | — | $5.1M | 8.0% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR | — | — | — | $4.8M | 7.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 IPR | — | — | — | $4.4M | 6.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 IPR | — | — | — | $4.2M | 6.6% | |
| Vanguard Russell 1000 Value Index | — | — | — | $3.4M | 5.3% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $3.1M | 4.9% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR | — | — | — | $2.8M | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR | — | — | — | $2.4M | 3.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $2.2M | 3.5% | |
| FIXED INCOME FUND UL LLC · EIN 93-3893528 / PN 001 | Master Trust | — | — | $2.1M | 3.4% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR | — | — | — | $1.8M | 2.8% | |
| Fidelity Investments Fidelity International Index | — | — | — | $1.7M | 2.6% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $1.5M | 2.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR | — | — | — | $1.3M | 2.0% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $973K | 1.5% | |
| Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $966K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR | — | — | — | $909K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index Income IPR | — | — | — | $871K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2020 IPR | — | — | — | $541K | 0.9% | |
| Vanguard VANG VMMR-FED MMKT | — | — | — | $532K | 0.8% | |
| Fidelity Investments Fidelity Real Estate Investment | — | — | — | $477K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Investor Shares | — | — | — | $452K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2065 IPR | — | — | — | $411K | 0.6% | |
| Various Participant loans receivable (interest rates from 4.25% to 9.5 %) | — | — | — | $313K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 IPR | — | — | — | $145K | 0.2% | |
| Various Brokeragelink | — | — | — | $136K | 0.2% |
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