# Ulma Form Works, INC 401(k) Plan
Source: https://planprovider.pro/companies/ulma-form-works-inc-401k-plan

> Ulma Form Works, INC's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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