Original filing (PDF)20260115134647NAL0022412288001

UG FORWARD DISTRIBUTION, INC

Name: UG FORWARD DISTRIBUTION, INC — UG FORWARD DISTRIBUTION, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: UG FORWARD DISTRIBUTION, INC

Form 5500-SF

FILING_RECEIVED

UG FORWARD DISTRIBUTION, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UG FORWARD DISTRIBUTION, INC.

Plan sponsor

Name

UG FORWARD DISTRIBUTION, INC

EIN

46-0554650

Address

215 2ND AVENUE NORTH STE 290 · NASHVILLE, TN · 37201

Phone

(615) 600-4615

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

2026-01-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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