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Original filing (PDF)20251003092327NAL0000755587001
UNITED FORMING, INC.
Form 5500
FILING_RECEIVED
UNITED FORMING, INC. 401(K) PSP
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
126
Accounts w/ balance
169
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED FORMING, INC..
Plan sponsor
Name
UNITED FORMING, INC.
EIN
58-1604050
Address
470 RIVERSIDE PKWY · AUSTELL, GA · 30168
Phone
(678) 944-2106
Industry
Constructionsee all
Plan administrator
Name
UNITED FORMING, INC.
EIN
58-1604050
City
AUSTELL, GA
Phone
(678) 944-2106
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $2K | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| INVESCO FUNDS | 26-4521338 | — | NONE | $0 | — |
| VANGUARD FUNDS | 23-1945930 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| SCHWAB FUNDS | 42-1558009 | — | NONE | $0 | — |
Investments
37 direct securities · 1 pooled fund· $17.1M(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.
Uncategorized
$13.4M
36 holdings
Mutual Funds
$2.9M
1 holding
Common Collective Trust
$785K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price Retirement 2030 Mutual fund | Mutual Funds | — | — | $2.9M | 17.8% | |
| T. Rowe Price Retirement 2025 Mutual fund | — | — | — | $1.8M | 10.9% | |
| T. Rowe Price Retirement 2045 Mutual fund | — | — | — | $1.7M | 10.2% | |
| T. Rowe Price Retirement 2040 Mutual fund | — | — | — | $1.3M | 7.9% | |
| T. Rowe Price Retirement 2035 Mutual fund | — | — | — | $1.1M | 7.0% | |
| T. Rowe Price Growth Stock Mutual fund | — | — | — | $1.0M | 6.4% | |
| Common Collective Trust Funds * T. Rowe Price Stable value fund | — | — | — | $785K | 4.8% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $785K | 4.8% | |
| T. Rowe Price Retirement 2055 Mutual fund | — | — | — | $733K | 4.5% | |
| T. Rowe Price Retirement 2050 Mutual fund | — | — | — | $717K | 4.4% | |
| T. Rowe Price Retirement 2015 Mutual fund | — | — | — | $548K | 3.4% | |
| T. Rowe Price Retirement 2020 Mutual fund | — | — | — | $498K | 3.1% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $448K | 2.8% | |
| T. Rowe Price New Horizons Mutual fund | — | — | — | $362K | 2.2% | |
| T. Rowe Price Mid-Cap Growth Mutual fund | — | — | — | $350K | 2.1% | |
| T. Rowe Price Capital Appreciation Mutual fund | — | — | — | $310K | 1.9% | |
| Fidelity Total Market Index Mutual fund | — | — | — | $265K | 1.6% | |
| T. Rowe Price Value Fund Mutual fund | — | — | — | $229K | 1.4% | |
| Goldman Sachs Mid-Cap Value Fund Class A Mutual fund | — | — | — | $190K | 1.2% | |
| Vanguard Total Bond Mkt Index Mutual fund ** 159 * T. Rowe Price Retirement 2010 Mutual fund ** 40 * T. Rowe Price Retirement 2005 Mutual fund ** 39 * Participant Loans Varying maturities and interest rates from 4.25% to 9.5% | — | — | — | $176K | 1.1% | |
| Fidelity Mid-Cap Index Fund Mutual fund | — | — | — | $117K | 0.7% | |
| PGIM Quant Solutions Small Cap Value Mutual fund | — | — | — | $115K | 0.7% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $102K | 0.6% | |
| T. Rowe Price Retirement Balanced Mutual fund | — | — | — | $90K | 0.6% | |
| Pimco Total Return Fund ADM Mutual fund | — | — | — | $85K | 0.5% | |
| T. Rowe Price Mid-Cap Value Mutual fund | — | — | — | $74K | 0.5% | |
| T. Rowe Price Retirement 2065 Mutual fund | — | — | — | $62K | 0.4% | |
| Fidelity Total International Index Mutual fund | — | — | — | $54K | 0.3% | |
| Invesco Oppenheimer Intl Growth Mutual fund | — | — | — | $51K | 0.3% | |
| T. Rowe Price Retirement 2060 Mutual fund | — | — | — | $48K | 0.3% | |
| Fidelity US Sustainability Index Fund Mutual fund | — | — | — | $44K | 0.3% | |
| Schwab International Index Mutual fund | — | — | — | $8K | <0.1% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $6K | <0.1% | |
| Fidelity Emerging Markets Index Mutual fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Interest-bearing cash | — | — | — | $6K | <0.1% | |
| Fidelity Extended Market Index Mutual fund | — | — | — | $5K | <0.1% | |
| Templeton Foreign A Mutual fund | — | — | — | $5K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual fund | — | — | — | $3K | <0.1% |