Back to filter
Original filing (PDF)20250917214150NAL0001020112001
ULTIMATE ELEVATOR CORP.
Form 5500-SF
FILING_RECEIVED
ULTIMATE ELEVATOR CORP. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$950K
Net assets (EOY)
$950K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTIMATE ELEVATOR CORP..
Plan sponsor
Name
ULTIMATE ELEVATOR CORP.
EIN
75-3188780
Address
77 CAYUGA STREET · DEER PARK, NY · 11729
Phone
(631) 940-0655
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Transportation & Warehousing plans
BASIL S. KINSON, INC.
BASIL S. KINSON, INC. 401K PLAN
$954K · 152 participants
APEX MOVING + STORAGE
APEX MOVING + STORAGE 401(K) PLAN
$945K · 34 participants
J&J TRUCKING INC
J&J TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST
$956K · 46 participants
THE JOHN BLANCHARD CO., INC.
THE JOHN BLANCHARD COMPANY, INC. PROFIT SHARING PLAN
$958K · 4 participants
RTW MANAGEMENT, INC.
RTW 401K PLAN
$938K · 48 participants
LIV TRANSPORTATION, INC.
LIV TRANSPORTATION, INC. 401(K) PLAN
$934K · 58 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
