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Original filing (PDF)20250724062504NAL0010604146001
U-CO INDUSTRIES, INC. DBA UCO INDUSTRIES
Form 5500-SF
FILING_RECEIVED
UCO INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
27
Plan assets (EOY)
$767K
Net assets (EOY)
$767K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U-CO INDUSTRIES, INC. DBA UCO INDUSTRIES.
Plan sponsor
Name
U-CO INDUSTRIES, INC. DBA UCO INDUSTRIES
EIN
31-0862418
Address
16900 SQUARE DRIVE, SUITE 110 · MARYSVILLE, OH · 43040
Phone
(937) 645-6763
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.