Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC
EIN 39-0172770machineryLatest filing 2024
Plans
2
Retirement
2
$37.8M assets
Welfare
0
Participants
241
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $37.8M assets / 241 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- THE VANGUARD GROUP, INC.35%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$24.6M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN
401k
Assets$13.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.6M | 108 | 2024 | |
| 001 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | 401k | $13.3M | 133 | 2024 |
Retirement plans