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Original filing (PDF)20250925154924NAL0012429362001
ULTISAT INC.
Form 5500
FILING_RECEIVED
ULTISAT INC. 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
178
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTISAT INC..
Plan sponsor
Name
ULTISAT INC.
EIN
82-0580632
Address
14399 PENROSE PLACE · SUITE 410 · CHANTILLY, VA · 20151
Phone
(240) 243-5100
Industry
Information / Tech / Mediasee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
27 direct securities · 1 pooled fund· $28.2M(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
$28.0M
27 holdings
Common Collective Trust
$233K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund | — | — | — | $5.6M | 19.7% | |
| Fidelity 500 Index Fund | — | — | — | $3.7M | 13.2% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $3.0M | 10.5% | |
| Fidelity Advisor Freedom 2040 Fund | — | — | — | $3.0M | 10.5% | |
| Fidelity Advisor Freedom 2050 Fund | — | — | — | $1.9M | 6.8% | |
| Fidelity Advisor Freedom 2045 Fund | — | — | — | $1.7M | 6.1% | |
| Fidelity Advisor Freedom 2035 Fund | — | — | — | $1.4M | 4.9% | |
| Fidelity Advisor Freedom 2025 Fund | — | — | — | $1.2M | 4.3% | |
| Fidelity Advisor Freedom 2020 Fund | — | — | — | $1.1M | 4.0% | |
| Janus Henderson Enterprise Fund | — | — | — | $660K | 2.3% | |
| Fidelity Advisor Freedom 2055 Fund | — | — | — | $610K | 2.2% | |
| Fidelity Advisor Freedom 2015 Fund 89 * Fidelity Advisor Freedom Income Fund | — | — | — | $486K | 1.7% | |
| Invesco Diversified Dividend Fund | — | — | — | $439K | 1.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $422K | 1.5% | |
| MFS International Diversification Fund | — | — | — | $374K | 1.3% | |
| Fidelity Advisor Small Cap Growth Fund | — | — | — | $360K | 1.3% | |
| MFS Mid Cap Value Fund | — | — | — | $339K | 1.2% | |
| Self-Directed Brokerage Accounts Brokerage Link | — | — | — | $338K | 1.2% | |
| Fidelity Government Money Market Fund | — | — | — | $318K | 1.1% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $233K | 0.8% | |
| Fidelity Advisor Freedom 2060 Fund | — | — | — | $221K | 0.8% | |
| Western Asset Core Bond Fund | — | — | — | $192K | 0.7% | |
| Allspring Special Small Cap Value Fund | — | — | — | $163K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $138K | 0.5% | |
| maturities through 2029 | — | — | — | $126K | 0.4% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $92K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $79K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund | — | — | — | $37K | 0.1% |
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