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Original filing (PDF)20251009102311NAL0006436433001

UNIT DROP FORGE CO., INC.

Form 5500
FILING_RECEIVED
UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES
Defined-benefit pension plan
Signals · 1
48% in single holding
Active participants
29
Accounts w/ balance
—
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Vanguard BD Index FD Inc Long Term Fixed income securities" is 48% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIT DROP FORGE CO., INC..
Plan sponsor
Name
UNIT DROP FORGE CO., INC.
EIN
39-1316139
Address
1903 S. 62ND STREET · WEST ALLIS, WI · 53219
Phone
(414) 545-3000
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
MIDWEST INSTITUTIONAL TRUST COMPANY93-1799133—NONE$37K—

Investments

3 direct securities· $11.4M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard BD Index FD Inc Long Term Fixed income securities——$6.1M$5.5M48.5%
Vanguard BD Index FD Inc Fixed income securities——$4.8M$4.6M40.6%
Federated Hermes Government Money Market Funds——$1.2M$1.2M10.9%