Original filing (PDF)20250725173233NAL0003593075001

UEA/UMTA

Name: UEA/UMTA — 401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC., Form 5500 (2024)
Creator: UEA/UMTA

Form 5500-SF

FILING_RECEIVED

401(K) PLAN OF THE UNITED METAL TRADES ASSOCIATION AND ITS AFFILIATES, US BENEFITS AND UEA, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UEA/UMTA.

Plan sponsor

Name

UEA/UMTA

EIN

93-0302009

Address

906 NE 19TH AVENUE · PORTLAND, OR · 97232

Phone

(503) 595-2178

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

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

LIGHTHOUSE MANUFACTURING

LIGHTHOUSE MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 41 participants

ROHMANN IRON WORKS, INC.

ROHMANN IRON WORKS, INC. CASH BALANCE PLAN

$3.3M · 10 participants

COASTAL STEEL GROUP, INC.

COASTAL STEEL GROUP, INC.401(K) PLAN

$3.3M · 58 participants

DE PERE FOUNDRY, INC.

DE PERE FOUNDRY, INC EE RET SAVINGS PLAN

$3.3M · 32 participants

RDT, INC.

RDT, INC. 401(K) PLAN

$3.5M · 68 participants