Original filing (PDF)20260115093709NAL0018531792001

UNITRANS CORPORATION, INC.

Name: UNITRANS CORPORATION, INC. — UNITRANS CORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: UNITRANS CORPORATION, INC.

Form 5500

FILING_RECEIVED

UNITRANS CORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 2.0 mo100% in single holding100% employer stock

Active participants

Accounts w/ balance

145

Plan assets (EOY)

$6.6M

Net assets (EOY)

$151K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITRANS CORPORATION, INC..

Plan sponsor

Name

UNITRANS CORPORATION, INC.

EIN

31-1389868

Address

3789 GROVEPORT ROAD · OBETZ, OH · 43207

Phone

(614) 492-1144

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GBQ PARTNERS LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $6.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unitrans Corporation, Inc. Company Stock	—	—	$12.9M	$6.6M	99.9%
	Great Banc Trust Company Interest-Bearing Cash and Cash Equivalents	—	—	$5K	$5K	<0.1%

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