# Ultratec, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ultratec-inc-401k-plan

> Ultratec, INC.'s 401(k) plan: 720 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultratec, INC.

- **Sponsor EIN:** 391357022

- **Sponsor Address:** 450 SCIENCE DRIVE, MADISON, WI, 537111169

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

- **Total Participants:** 720

- **Total Assets:** $28.0M

## 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|720|$28.0M|$40,815|$1.5M|

| 2023|771|$24.4M|$53,675|$1.4M|

| 2022|860|$20.3M|$52,057|$1.6M|

## 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|

| JOHNSON BANK|NONE|$23,896|—|$23,896|

| KMA, S.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,896

- **Estimated Expense Ratio:** 0.085% 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|$9,785|—|—|—|—|

| 2023|$35,777|—|—|—|—|

| 2022|$23,494|—|—|—|—|

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