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Original filing (PDF)20260210125053NAL0002901088001
UNIVERSAL DYNAMICS, INC.
Form 5500
FILING_RECEIVED
UNA-DYN 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
105
Accounts w/ balance
134
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL DYNAMICS, INC..
Plan sponsor
Name
UNIVERSAL DYNAMICS, INC.
EIN
54-0640047
Address
11700 SHANNON DR · TEST · FREDERICKSBURG, VA · 22408
Phone
(703) 490-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
401
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
Investments
32 direct securities · 1 pooled fund· $9.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.0M
32 holdings
Common Collective Trust
$536K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 14.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $841K | 8.8% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $739K | 7.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $536K | 5.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $534K | 5.6% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $483K | 5.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $469K | 4.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $445K | 4.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $352K | 3.7% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $325K | 3.4% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $309K | 3.2% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $278K | 2.9% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $277K | 2.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $248K | 2.6% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $240K | 2.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $226K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $223K | 2.3% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $184K | 1.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $178K | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $175K | 1.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $151K | 1.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $150K | 1.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $106K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $105K | 1.1% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $94K | 1.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $91K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $74K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $70K | 0.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $69K | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $66K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $66K | 0.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $40K | 0.4% | |
| COLUMBIA EMG MKTS I2 | Registered Investment Companies | — | — | $27K | 0.3% |