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Original filing (PDF)20251007125041NAL0002475939001
UNILOY, INC.
Form 5500
FILING_RECEIVED
UNILOY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
255
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNILOY, INC..
Plan sponsor
Name
UNILOY, INC.
EIN
83-4499291
Address
5550 SOUTH OCCIDENTAL HIGHWAY · TECUMSEH, MI · 49286
Phone
(517) 424-8947
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities · 3 pooled funds· $16.5M(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.
Uncategorized
$16.1M
30 holdings
Pooled Separate Account
$369K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TGT RMT 2035 INV FUND | — | — | — | $2.6M | 16.1% | |
| VANGUARD TGT RMT 2030 INV FUND | — | — | — | $1.8M | 11.2% | |
| VANGUARD TGT RMT 2040 INV FUND | — | — | — | $1.2M | 7.4% | |
| VANGUARD TGT RMT 2050 INV FUND | — | — | — | $1.2M | 7.1% | |
| VANGUARD TGT RMT 2025 INV FUND | — | — | — | $1.1M | 6.8% | |
| VANGUARD TGT RMT 2055 INV FUND | — | — | — | $1.0M | 6.1% | |
| VANGUARD 500 INDEX ADMIRAL FD | — | — | — | $943K | 5.7% | |
| VANGUARD TGT RMT 2045 INV FUND | — | — | — | $890K | 5.4% | |
| VANGUARD TGT RMT 2020 INV FUND | — | — | — | $745K | 4.5% | |
| PRIN FIXED INC GUAR OPTION | — | — | — | $648K | 3.9% | |
| VANGUARD GROWTH INDEX ADM FUND | — | — | — | $482K | 2.9% | |
| VANGUARD MIDCAP VAL IDX ADM FD | — | — | — | $433K | 2.6% | |
| VANGUARD TGT RMT 2060 INV FUND | — | — | — | $430K | 2.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $349K | 2.1% | |
| BNYM DYNAMIC VALUE Y FUND | — | — | — | $333K | 2.0% | |
| Notes receivable from participants | — | — | — | $296K | 1.8% | |
| VANGUARD VALUE INDEX ADM FUND | — | — | — | $230K | 1.4% | |
| VANGUARD TTL BD MKT IDX ADM FD | — | — | — | $227K | 1.4% | |
| VANGUARD MIDCP GRTH IDX ADM FD | — | — | — | $212K | 1.3% | |
| VGD TTL INTL STK IDX ADM FD | — | — | — | $172K | 1.0% | |
| VANGUARD SM CAP GR IDX ADM FD | — | — | — | $166K | 1.0% | |
| AMERICAN FUNDS NEWPRSP R6 FND | — | — | — | $158K | 1.0% | |
| DFA INFL PROTECTED SEC I FUND | — | — | — | $124K | 0.8% | |
| VANGUARD SM CAP VAL IDX ADM FD | — | — | — | $115K | 0.7% | |
| SELF-DIRECTED BROKERAGE ACCT | — | — | — | $107K | 0.6% | |
| FIDELITY SM CAP INDEX FUND | — | — | — | $98K | 0.6% | |
| JP MORGAN MID CAP GROWTH R6 FD | — | — | — | $96K | 0.6% | |
| VANGUARD TGT RMT INC INV FUND | — | — | — | $91K | 0.6% | |
| VANGUARD TGT RMT 2065 INV FUND | — | — | — | $48K | 0.3% | |
| VANGUARD TGT RMT 2070 INV FUND | — | — | — | $45K | 0.3% | |
| JANUS HENDERSON DVLP WRLD BD N | — | — | — | $28K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $20K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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