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Original filing (PDF)20250825124234NAL0015436546001
UMBRA CUSCINETTI, INC.
Form 5500
FILING_RECEIVED
UMBRA CUSCINETTI, INC. 401(K) PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
131
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMBRA CUSCINETTI, INC..
Plan sponsor
Name
UMBRA CUSCINETTI, INC.
EIN
91-1091579
Address
6707 HARDESON ROAD · EVERETT, WA · 98203
Phone
(989) 295-5690
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
2025-08-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SMITH BUNDAY BERMAN BRITTON, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
Investments
28 direct securities · 1 pooled fund· $6.9M(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
$6.6M
28 holdings
Common Collective Trust
$257K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0 | — | — | — | $751K | 10.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $602K | 8.7% | |
| SPDR S&P 500 ETF SPDR 0 | — | — | — | $600K | 8.7% | |
| T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $529K | 7.7% | |
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | — | — | — | $486K | 7.0% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | — | — | — | $427K | 6.2% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 | — | — | — | $391K | 5.7% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | — | — | — | $340K | 4.9% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | — | — | — | $300K | 4.4% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | — | — | — | $293K | 4.3% | |
| JPMorgan SmartRetirement Blend 2060 R6 JP Morgan 0 | — | — | — | $274K | 4.0% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $257K | 3.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $235K | 3.4% | |
| Fidelity Blue Chip Growth K6 Fidelity 0 | — | — | — | $171K | 2.5% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | — | — | — | $168K | 2.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $160K | 2.3% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | — | — | — | $140K | 2.0% | |
| JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | — | — | — | $129K | 1.9% | |
| WisdomTree Intl MidCap Dividend ETF WisdomTree 0 | — | — | — | $98K | 1.4% | |
| iShares TIPS Bond ETF iShares 0 | — | — | — | $98K | 1.4% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $94K | 1.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $94K | 1.4% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 | — | — | — | $78K | 1.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $66K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $31K | 0.4% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $25K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $24K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $19K | 0.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $5K | <0.1% |
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