How big is United Forming, Inc.'s plan?

United Forming, Inc.'s plan reported $16.3M in assets and 126 participants for 2024.

Original filing (PDF)20251003092327NAL0000755587001

United Forming, Inc.

Name: United Forming, Inc. — United Forming, Inc. 401(k), Form 5500 (2024)
Creator: United Forming, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

United Forming, Inc. 401(k) PSP

401(k) retirement plan · United Forming, Inc.'s United Forming, Inc. 401(k) PSP held $16.3M in plan assets for 126 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

9 service providers

Active participants

126

Accounts w/ balance

169

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

People on this filing

Kevin Swanson signed United Forming, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Swanson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Forming, Inc.'s EIN is 58-1604050.

EIN 58-1604050

Plan number 001

Plan year 2024

ACK ID 20251003092327NAL0000755587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Forming, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Forming, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED FORMING, INC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

UNITED FORMING, INC.

EIN

all filings

Address

470 RIVERSIDE PKWY · AUSTELL, GA · 30168

Phone

(678) 944-2106

Industry

Construction

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)

Service providers (Schedule C)

9 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD FUNDS	23-1945930	—	NONE	$0	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PIMCO FUNDS	33-0629048	—	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.

Other securities

$11.2M

19 holdings

Mutual Funds

$3.4M

11 holdings

Common Collective Trusts

$877K

5 holdings

Stable Value

$785K

1 holding

Common Collective Trust

$785K

1 holding

Cash / Money Market

$6K

1 holding

					% of plan
s * T. Rowe Price Retirement 2030 Mutual fund	Mutual Funds	—	—	$2.9M	17.8%
T. Rowe Price Retirement 2025 Mutual fund	Other securities	—	—	$1.8M	10.9%
T. Rowe Price Retirement 2045 Mutual fund	Other securities	—	—	$1.7M	10.2%
T. Rowe Price Retirement 2040 Mutual fund	Other securities	—	—	$1.3M	7.9%
T. Rowe Price Retirement 2035 Mutual fund	Other securities	—	—	$1.1M	7.0%
T. Rowe Price Growth Stock Mutual fund	Other securities	—	—	$1.0M	6.4%
Common Collective Trust Funds * T. Rowe Price Stable value fund	Stable Value	—	—	$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	Other securities	—	—	$733K	4.5%
T. Rowe Price Retirement 2050 Mutual fund	Other securities	—	—	$717K	4.4%
T. Rowe Price Retirement 2015 Mutual fund	Other securities	—	—	$548K	3.4%
T. Rowe Price Retirement 2020 Mutual fund	Other securities	—	—	$498K	3.1%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$448K	2.8%
T. Rowe Price New Horizons Mutual fund	Other securities	—	—	$362K	2.2%
T. Rowe Price Mid-Cap Growth Mutual fund	Other securities	—	—	$350K	2.1%
T. Rowe Price Capital Appreciation Mutual fund	Other securities	—	—	$310K	1.9%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$265K	1.6%
T. Rowe Price Value Fund Mutual fund	Other securities	—	—	$229K	1.4%
Goldman Sachs Mid-Cap Value Fund Class A Mutual fund	Other securities	—	—	$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%	Mutual Funds	—	—	$176K	1.1%
Fidelity Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$117K	0.7%
PGIM Quant Solutions Small Cap Value Mutual fund	Other securities	—	—	$115K	0.7%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$102K	0.6%
T. Rowe Price Retirement Balanced Mutual fund	Other securities	—	—	$90K	0.6%
Pimco Total Return Fund ADM Mutual fund	Mutual Funds	—	—	$85K	0.5%
T. Rowe Price Mid-Cap Value Mutual fund	Other securities	—	—	$74K	0.5%
T. Rowe Price Retirement 2065 Mutual fund	Other securities	—	—	$62K	0.4%
Fidelity Total International Index Mutual fund	Mutual Funds	—	—	$54K	0.3%
Invesco Oppenheimer Intl Growth Mutual fund	Mutual Funds	—	—	$51K	0.3%
T. Rowe Price Retirement 2060 Mutual fund	Other securities	—	—	$48K	0.3%
Fidelity US Sustainability Index Fund Mutual fund	Common Collective Trusts	—	—	$44K	0.3%
Schwab International Index Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity Emerging Markets Index Mutual fund	Mutual Funds	—	—	$6K	<0.1%
T. Rowe Price Interest-bearing cash	Cash / Money Market	—	—	$6K	<0.1%
Fidelity Extended Market Index Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Templeton Foreign A Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$3K	<0.1%

1–38 of 38

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$14.6M Fidelity$1.0M Goldman Sachs$190K Vanguard$176K Prudential / PGIM$115K PIMCO$85K Invesco$51K Schwab$8K Franklin Templeton$5K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$2K	—
GOLDMAN SACHS FUNDS	13-3575636	—	NONE	$0	—
FRANKLIN TEMPLETON	13-2670991	—	NONE	$0	—
INVESCO FUNDS	26-4521338	—	NONE	$0	—
FIDELITY	04-2647786	—	NONE	$0	—
SCHWAB FUNDS	42-1558009	—	NONE	$0	—