Susan Aspelund signed Ulteig, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ulteig, Inc.'s EIN is 45-0220725.
Download the official 2022 Form 5500 (PDF) for Ulteig, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ulteig, Inc.'s plan includes an ESOP, an S-corporation ESOP, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ulteig, Inc. Common Stock 150,508.203 shs of Common Stock | Common Stocks | — | $15.7M | $128.5M | 93.6% | |
| Goldman Sachs Financial Square Money market fund, income reinvested | Cash / Money Market | — | $4.9M | $4.9M | 3.6% | |
| Baird Ultra Short Bond Fund Mutual fund, dividends reinvested | U.S. Treasuries | — | $898K | $895K | 0.7% | |
| Vanguard Short Term Treasury Fund Mutual fund, dividends reinvested | Mutual Funds | — | $466K | $435K | 0.3% | |
| Baird Short‐term Bond Inst Mutual fund, dividends reinvested | Other securities | — | $405K | $386K | 0.3% | |
| Vanguard Short‐term Bond ETF Exchange traded fund, dividends reinvested | Mutual Funds | — | $57K | $53K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
