Original filing (PDF)20250821173110NAL0004490497001

R.E. UPTEGRAFF MANUFACTURING

Name: R.E. UPTEGRAFF MANUFACTURING — R. E. UPTEGRAFF MANUFACTURING COMPANY, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: R.E. UPTEGRAFF MANUFACTURING

Form 5500-SF

FILING_RECEIVED

R. E. UPTEGRAFF MANUFACTURING COMPANY, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.E. UPTEGRAFF MANUFACTURING.

Plan sponsor

Name

R.E. UPTEGRAFF MANUFACTURING

EIN

47-1605361

Address

120 UPTEGRAFF DRIVE · SCOTTDALE, PA · 15683

Phone

(724) 887-5960

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

2025-08-21

Pension benefit codes

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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