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Original filing (PDF)20251014074420NAL0001084083001
UE MANAGEMENT LLC
Form 5500
FILING_RECEIVED
UE MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
140
Plan assets (EOY)
$32.1M
Net assets (EOY)
$32.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UE MANAGEMENT LLC.
Plan sponsor
Name
UE MANAGEMENT LLC
EIN
36-4795237
Address
25 SPRING VALLEY AVE · MAYWOOD, NJ · 07607
Phone
(201) 571-3500
Industry
Real Estatesee 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
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Investments
33 direct securities · 1 pooled fund· $32.1M(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
$30.2M
33 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2035 R6 Fund | — | — | — | $3.1M | 9.8% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $2.7M | 8.3% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2045 R6 Fund | — | — | — | $2.6M | 8.0% | |
| Vanguard US Growth Fund Admiral Shares | — | — | — | $2.3M | 7.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.8% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2030 R6 Fund | — | — | — | $1.6M | 5.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.5M | 4.8% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2055 R6 Fund | — | — | — | $1.4M | 4.4% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2025 R6 Fund | — | — | — | $1.4M | 4.2% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2050 R6 Fund | — | — | — | $1.3M | 4.1% | |
| BlackRock Mid-Cap Value Fund | — | — | — | $1.0M | 3.3% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2040 R6 Fund | — | — | — | $1.0M | 3.1% | |
| JP Morgan Investment Mgmt. Inc. US Equity Fund | — | — | — | $996K | 3.1% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $946K | 2.9% | |
| Gabelli Money Market Funds | — | — | — | $819K | 2.6% | |
| JP Morgan Investment Mgmt. Inc. Undiscovered Mgrs Behavioral Value Fund R6 | — | — | — | $789K | 2.5% | |
| Cohen & Steers Mutual Funds Cohen & Steers Realty Shares | — | — | — | $780K | 2.4% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2020 R6 Fund | — | — | — | $653K | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $637K | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $555K | 1.7% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2060 R6 Fund | — | — | — | $541K | 1.7% | |
| Capital Research and Mgmt. Co. American Funds New World Fund R6 | — | — | — | $397K | 1.2% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $377K | 1.2% | |
| New York Life Investments Winslow Large Cap Growth R6 | — | — | — | $354K | 1.1% | |
| Notes receivable from participants Maturity dates from 2024 - 2029, bearing interest at 4.25% - 9.50% | — | — | — | $345K | 1.1% | |
| Vanguard Windsor II Fund | — | — | — | $344K | 1.1% | |
| FullerThaler Behavioral Small-Cap Equity R6 | — | — | — | $319K | 1.0% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $295K | 0.9% | |
| Capital Research and Mgmt. Co. American Funds American Balanced Fund R6 | — | — | — | $236K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $202K | 0.6% | |
| Capital Research and Mgmt. Co. American Funds Trgt Date Retirement 2065 R6 Fund | — | — | — | $184K | 0.6% | |
| Carillon Tower Advisors Carillon Eagle Mid-Cap Growth Fund R6 | — | — | — | $153K | 0.5% | |
| Fidelity Total Bond Fund | — | — | — | $146K | 0.5% | |
| AB LP AB Small-Cap Growth Portfolio Class Z | — | — | — | $119K | 0.4% |
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