# Ultralife Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ultralife-corporation-401k-plan

> Ultralife Corporation's 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultralife Corporation

- **Sponsor EIN:** 161387013

- **Sponsor Address:** 2000 TECHNOLOGY PARKWAY, NEWARK, NY, 14513

- **Plan Type:** 401(k)

- **Total Participants:** 409

- **Total Assets:** $31.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|409|$31.8M|$779,949|$1.7M|

| 2023|261|$27.6M|$704,144|$1.6M|

| 2022|240|$23.5M|$611,227|$1.4M|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$52,777|—|$52,777|

| UBS FINANCIAL SERVICES, INC.|NONE|$51,125|—|$51,125|

| FREED MAXICK CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,902

- **Estimated Expense Ratio:** 0.327% of plan assets

### 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|$103,902|$52,421|$51,481|—|—|

| 2023|$82,242|$36,056|$46,186|—|—|

| 2022|$131,583|$54,862|$76,721|—|—|

## Similar Plans

- [Rotork Controls, INC.](https://planprovider.pro/companies/rotork-controls-inc-401k-plan) — 420 participants

- [Tdk U.S.A Corporation](https://planprovider.pro/companies/tdk-u-s-a-corporation-plan-003) — 473 participants

- [G.W. Lisk Company](https://planprovider.pro/companies/g-w-lisk-company-plan) — 570 participants

- [Tdk U.S.A. Corporation](https://planprovider.pro/companies/tdk-u-s-a-corporation-401k-plan) — 682 participants

- [G.W. Lisk Company, INC.](https://planprovider.pro/companies/g-w-lisk-company-inc-401k-plan) — 721 participants

- [Leviton Manufacturing Co., INC.](https://planprovider.pro/companies/leviton-manufacturing-co-inc-401k-plan-004) — 2,466 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ultralife-corporation-401k-plan)

© 2026 PlanProvider.Pro