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Original filing (PDF)20251015110521NAL0004365441001
UNIRAC INC
Form 5500
FILING_RECEIVED
UNIRAC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
269
Accounts w/ balance
279
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIRAC INC.
Plan sponsor
Name
UNIRAC INC
EIN
85-0464711
Address
1411 BROADWAY BOULEVARD NE · ALBUQUERQUE, NM · 87102
Phone
(505) 843-1426
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OH | TRUSTEE | $5K | — |
Investments
30 direct securities · 1 pooled fund· $12.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.6M
29 holdings
Mutual Funds
$1.8M
1 holding
Common Collective Trust
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $1.8M | 14.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 12.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 10.4% | |
| T Rowe Price Growth Stock Fund | — | — | — | $1.1M | 9.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.1M | 8.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $727K | 5.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $716K | 5.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $627K | 5.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $405K | 3.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $383K | 3.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $280K | 2.2% | |
| Vanguard Total Bond Market Fund | — | — | — | $239K | 1.9% | |
| Vanguard Small Cap Index Fund | — | — | — | $234K | 1.9% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $213K | 1.7% | |
| MFS Value R6 Fund | — | — | — | $212K | 1.7% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $209K | 1.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $170K | 1.4% | |
| Collective Investment Trust Columbia Trust High Quality Income Fund | — | — | — | $159K | 1.3% | |
| COLUMBIA STABLE GOVERNMENT A COLUMBIA INVESTMENT MANAGEMENT INV DISTRIBUTORS INC. · EIN 41-0007957 / PN 132 | Common Collective Trust | — | — | $159K | 1.3% | |
| Vanguard Short Term Bond Index Fund | — | — | — | $158K | 1.3% | |
| Vanguard Total International Stock Fund | — | — | — | $124K | 1.0% | |
| Vanguard Target Retirement Income | — | — | — | $119K | 0.9% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $115K | 0.9% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $103K | 0.8% | |
| Mass Mutual Select Mid Cap Growth Fund | — | — | — | $101K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $92K | 0.7% | |
| Dodge & Cox International Stock Fund | — | — | — | $89K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $47K | 0.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $37K | 0.3% | |
| American Beacon Small Cap Value Fund | — | — | — | $24K | 0.2% | |
| Cavanal Hill Government Money Market | — | — | — | $5K | <0.1% |
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