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Original filing (PDF)20251015061404NAL0005492576001
UNINSURED UNITED PARACHUTE TECHN
Form 5500
FILING_RECEIVED
UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holding~76 bps in Sched C fees
Active participants
147
Accounts w/ balance
134
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Templeton Instl For SM Co Mutual Fund ** 212 Vanguard Lifestrategy Growth Mutual Fund" is 40% of plan.
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNINSURED UNITED PARACHUTE TECHN.
Plan sponsor
Name
UNINSURED UNITED PARACHUTE TECHN
EIN
37-1528067
Address
1645 LEXINGTON AVENUE · DELAND, FL · 32724
Phone
(386) 736-7589
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BKHM PA
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 | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
37 direct securities· $5.2M(100% of reported assets)
Uncategorized
$4.9M
32 holdings
Registered Investment Companies
$339K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Templeton Instl For SM Co Mutual Fund ** 212 Vanguard Lifestrategy Growth Mutual Fund | — | — | — | $2.2M | 42.9% | |
| Blackrock High Yield K Mutual Fund ** 114 Vanguard Lifestrategy Mod Growth Mutual Fund | — | — | — | $1.0M | 19.3% | |
| FID 500 Ind Mutual Fund | — | — | — | $549K | 10.6% | |
| Vanguard Growth Index Fund Adm Mutual Fund | — | — | — | $238K | 4.6% | |
| Vanguard Lifestrat Conserv Gr Inv Mutual Fund | — | — | — | $200K | 3.8% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $199K | 3.8% | |
| Participant Loans: Interest rate = 4.25% - 9.50% | — | — | — | $141K | 2.7% | |
| Vanguard Info Tech Idx Admira Mutual Fund | — | — | — | $119K | 2.3% | |
| Vaguard Explorer Admin Mutual Fund | Registered Investment Companies | — | — | $81K | 1.6% | |
| Vanguard Treasury Money Marke Mutual Fund | — | — | — | $79K | 1.5% | |
| AMC Heritage R6 Mutual Fund | — | — | — | $72K | 1.4% | |
| Invesco Opp Intl Gr R6 Mutual Fund | — | — | — | $60K | 1.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $43K | 0.8% | |
| JH Strat Income Opps R6 Mutual Fund ** 403 Invesco Developing Mkts R6 Mutual Fund | — | — | — | $37K | 0.7% | |
| Vanguard Energy Fund Admiral Mutual Fund | — | — | — | $31K | 0.6% | |
| Vanguard Sm Cap Val Index Adm Mutual Fund | — | — | — | $17K | 0.3% | |
| Vanguard Target Retire 2030 Mutual Fund | — | — | — | $16K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $14K | 0.3% | |
| Van Target Retire 2055 Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Target Retire 2045 Mutual Fund | — | — | — | $8K | 0.1% | |
| GDS Global Core Fixed Inc R6 Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Target Retire 2040 Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Target Retire 2035 Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Target Retire Inc Mutual Fund ** 460 Lord Abbett Core Fixed Inc R6 Mutual Fund ** 112 Vanguard Small Cap Index Admr Mutual Fund | — | — | — | $4K | <0.1% | |
| MFS Mid Cap Value Fund R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Pimco Real Return I3 Mutual Fund ** 111 Van Targ Retire 2060 Mutual Fund | — | — | — | $3K | <0.1% | |
| DFA Int Govt Fixed Inc Inst Mutual Fund ** 111 Vanguard Target Retire 2020 Mutual Fund ** 392 Fidelity Advisor Total Bond Z Mutual Fund ** 112 Vanguard Target Retire 2050 Mutual Fund | — | — | — | $3K | <0.1% | |
| Ishares MSCI EAFE Intl Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retire 2025 Mutual Fund | — | — | — | $3K | <0.1% | |
| Templeton Foreign Fund R6 Mutual Fund | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Amerfunds Amer Balanced R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| MFS Utilities R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2K | <0.1% | |
| Invesco Global Focus R6 Mutual Fund | — | — | — | $2K | <0.1% |
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