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Sponsor portfolio

ULRICH, INC.

EIN 22-1453297-design-Latest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
48
100 CHESTNUT ST - RIDGEWOOD, NJ 074502502201-445-1260ulrichinc.comLinkedIn11-50 employeesdesign
Plans on this EIN
2 filings
#001401k-$5.3M - 21 part#002ESOP-$1.1M - 27 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. 401(K) Savings (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#002)18%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)27
  • INC. 401(K) Savings (#001)21
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ULRICH, INC. 401(K) SAVINGS PLAN

401k

Assets$5.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ULRICH, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.1M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ULRICH, INC. 401(K) SAVINGS PLAN401k$5.3M212024
002ULRICH, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.1M272025
Retirement plans
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