How big is Universal Logistics Holding, Inc.'s plan?

Universal Logistics Holding, Inc.'s plan reported $57.8M in assets and 3,565 participants for 2024.

Original filing (PDF)20251014073708NAL0001078979004

Universal Logistics Holding, Inc.

Name: Universal Logistics Holding, Inc. — Universal, Form 5500 (2024)
Creator: Universal Logistics Holding, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Universal Logistics Holdings, Inc. 401(k) Plan

401(k) retirement plan · Universal Logistics Holding, Inc.'s Universal Logistics Holdings, Inc. 401(k) Plan held $57.8M in plan assets for 3,565 participants in 2024, with Fidelity as recordkeeper.

Active participants

3,565

Accounts w/ balance

1,403

Plan assets (EOY)

$57.8M

Net assets (EOY)

$57.8M

People on this filing

JUDE M. Beres signed Universal Logistics Holding, Inc.'s 2024 Form 5500 as plan administrator.

JUDE M. Beres — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Universal Logistics Holding, Inc.'s EIN is 38-3640097.

EIN 38-3640097

Plan number 001

Plan year 2024

ACK ID 20251014073708NAL0001078979004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Logistics Holding, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Logistics Holding, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL LOGISTICS HOLDING, INC..

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

UNIVERSAL LOGISTICS HOLDING, INC.

EIN

all filings

Address

12755 E. NINE MILE ROAD · WARREN, MI · 480892010

Phone

(586) 920-0100

Industry

Management of Companies / Holdings

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

MRPR GROUP P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

34 direct securities· $56.5M(98% of reported assets)

Mutual Funds

$49.7M

26 holdings

Common Collective Trusts

$6.7M

7 holdings

U.S. Treasuries

$163K

1 holding

					% of plan
Fidelity Management Trust Company Contra Fund	Mutual Funds	—	—	$5.8M	10.0%
Fidelity Management Trust Company Mid-Cap Stock Fund	Mutual Funds	—	—	$5.5M	9.6%
Fidelity Management Trust Company Dividend Growth Fund	Mutual Funds	—	—	$4.6M	8.0%
Fidelity Management Trust Company 500 Index Fund	Common Collective Trusts	—	—	$4.1M	7.0%
Fidelity Management Trust Company Freedom 2030 Fund	Mutual Funds	—	—	$3.1M	5.3%
Fidelity Management Trust Company Freedom 2040 Fund	Mutual Funds	—	—	$2.6M	4.6%
Fidelity Management Trust Company Large Cap Growth Fund	Mutual Funds	—	—	$2.5M	4.4%
Fidelity Management Trust Company Puritan Fund	Mutual Funds	—	—	$2.4M	4.2%
Fidelity Management Trust Company Government Money Market Fund	Mutual Funds	—	—	$2.3M	4.0%
Fidelity Management Trust Company Freedom 2035 Fund	Mutual Funds	—	—	$2.2M	3.8%
Fidelity Management Trust Company Freedom 2045 Fund	Mutual Funds	—	—	$2.2M	3.8%
Fidelity Management Trust Company Diversified International Fund	Mutual Funds	—	—	$1.9M	3.3%
Fidelity Management Trust Company Low Priced Stock Fund	Mutual Funds	—	—	$1.9M	3.2%
Fidelity Management Trust Company Freedom 2055 Fund	Mutual Funds	—	—	$1.8M	3.1%
Fidelity Management Trust Company Equity Fund	Mutual Funds	—	—	$1.8M	3.0%
Fidelity Management Trust Company Freedom 2050 Fund	Mutual Funds	—	—	$1.7M	3.0%
Fidelity Management Trust Company Freedom 2025 Fund	Mutual Funds	—	—	$1.6M	2.8%
Fidelity Management Trust Company Stock Select Small Cap Fund	Mutual Funds	—	—	$1.4M	2.5%
Fidelity Management Trust Company Freedom 2060 Fund	Mutual Funds	—	—	$1.1M	1.9%
Fidelity Management Trust Company International Index Fund	Common Collective Trusts	—	—	$952K	1.6%
Fidelity Management Trust Company U.S. Bond Index Fund	Common Collective Trusts	—	—	$950K	1.6%
Fidelity Management Trust Company Small Cap Value Fund	Mutual Funds	—	—	$748K	1.3%
Fidelity Management Trust Company Freedom 2020 Fund	Mutual Funds	—	—	$742K	1.3%
Fidelity Management Trust Company Freedom 2065 Fund	Mutual Funds	—	—	$540K	0.9%
Fidelity Management Trust Company Extended Market Index Fund	Common Collective Trusts	—	—	$497K	0.9%
Fidelity Management Trust Company Large Cap Value Fund	Mutual Funds	—	—	$371K	0.6%
Fidelity Management Trust Company Freedom 2015 Fund	Mutual Funds	—	—	$283K	0.5%
Fidelity Management Trust Company Inflation Protected Bond Fund	Mutual Funds	—	—	$279K	0.5%
Fidelity Management Trust Company Freedom Income Fund	Mutual Funds	—	—	$237K	0.4%
Fidelity Management Trust Company Intermeditate Treasury Bond Index Fund	U.S. Treasuries	—	—	$163K	0.3%
Fidelity Management Trust Company Total Market Index Fund	Common Collective Trusts	—	—	$118K	0.2%
Fidelity Management Trust Company iShares Total U.S. Stock Market Index Fund	Common Collective Trusts	—	—	$51K	<0.1%
Fidelity Management Trust Company Freedom 2010 Fund	Mutual Funds	—	—	$33K	<0.1%
Fidelity Management Trust Company Small Cap Index Fund	Common Collective Trusts	—	—	$27K	<0.1%