Plan Snapshot
- Plan Sponsor: Ulma Form Works, INC
- Sponsor EIN: 223617107
- Sponsor Address: 16-00 ROUTE 208 SOUTH, FAIRLAWN, NJ, 07410
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $6.9M | $222,112 | $638,188 |
| 2023 | 129 | $5.9M | $228,465 | $573,287 |
| 2022 | 115 | $4.8M | $134,138 | $415,312 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,516 | $25,056 | — | — | — |
| 2023 | $22,900 | $20,295 | — | — | — |
| 2022 | $23,777 | — | — | — | — |