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Original filing (PDF)20250926135724NAL0008621729001
UTAC US INC.
Form 5500
FILING_RECEIVED
UTAC US INC. 401(K) PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
149
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
25 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 (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTAC US INC..
Plan sponsor
Name
UTAC US INC.
EIN
38-3584054
Address
15800 CENTENNIAL DR. · NORTHVILLE, MI · 48168
Phone
(734) 278-0175
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Investments
25 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2045 Fund | — | — | — | $2.2M | 23.2% | |
| BlackRock Lifepath Index 2055 Fund | — | — | — | $1.9M | 19.5% | |
| MassMutual Premier Money Market Fund 21 Vangaurd 500 Index Fund | — | — | — | $1000K | 10.5% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $727K | 7.7% | |
| BlackRock Lifepath Index Retirement K | — | — | — | $599K | 6.3% | |
| Putnam Large Cap Value Fund | — | — | — | $514K | 5.4% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $320K | 3.4% | |
| MassMutual Blue Chip Growth Fund | — | — | — | $253K | 2.7% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $237K | 2.5% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $234K | 2.5% | |
| Insurance Company Guaranteed Interest Account | — | — | — | $187K | 2.0% | |
| Vangaurd Small Cap Index Fund | — | — | — | $175K | 1.8% | |
| Vangaurd Mid Cap Index Fund | — | — | — | $148K | 1.6% | |
| American Funds Bond Fund of America | — | — | — | $143K | 1.5% | |
| BlackRock Lifepath Index 2065 Fund | — | — | — | $128K | 1.3% | |
| iShares US Aggregate Bond Index K | — | — | — | $119K | 1.3% | |
| due at various dates through August 2044 | — | — | — | $115K | 1.2% | |
| iShares International Ind Fund | — | — | — | $104K | 1.1% | |
| BlackRock Lifepath Index 2050 Fund | — | — | — | $86K | 0.9% | |
| MFS International Growth Fund | — | — | — | $85K | 0.9% | |
| PIMCO Intl Bond US Dlr-Hedged Fund | — | — | — | $80K | 0.8% | |
| MFS Mid Cap Value Fund | — | — | — | $63K | 0.7% | |
| MFS Mid Cap Growth Fund | — | — | — | $54K | 0.6% | |
| Alliance Bernstein Small Cap Growth Fund | — | — | — | $41K | 0.4% | |
| Allspring Spec Sm Cap Val Fd | — | — | — | $26K | 0.3% |
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