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Original filing (PDF)20251011055952NAL0004633987001
UNITHER US CORP
Form 5500
FILING_RECEIVED
UNITHER 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
322
Accounts w/ balance
420
Plan assets (EOY)
$61.7M
Net assets (EOY)
$61.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITHER US CORP.
Plan sponsor
Name
UNITHER US CORP
EIN
36-4765764
Address
755 JEFFERSON RD · ROCHESTER, NY · 14623
Phone
(585) 274-5618
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
2025-10-11
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
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $77K | — |
Investments
32 direct securities · 2 pooled funds· $60.4M(98% 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.
Registered Investment Companies
$51.3M
32 holdings
Common Collective Trust
$9.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9.1M | 14.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.2M | 6.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4.0M | 6.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.9M | 6.3% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $3.5M | 5.6% | |
| JANUS HENDERSON FORTY FUND - N | Registered Investment Companies | — | — | $3.2M | 5.2% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $3.1M | 5.1% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $2.6M | 4.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2.2M | 3.6% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $2.2M | 3.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.1M | 3.4% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $1.8M | 3.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.7M | 2.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.6M | 2.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.5M | 2.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.5M | 2.5% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $1.5M | 2.5% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.3M | 2.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $859K | 1.4% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $805K | 1.3% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $671K | 1.1% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $646K | 1.0% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $639K | 1.0% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $582K | 0.9% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $553K | 0.9% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $475K | 0.8% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $244K | 0.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $208K | 0.3% | |
| VANGUARD TAX-MANAGED BAL ADM | Registered Investment Companies | — | — | $149K | 0.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $9K | <0.1% | |
| ERS WEST ASSET CORE BD PL RELIANCE TRUST · EIN 46-7425989 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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