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Sponsor portfolio

ULLAND BROTHERS, INC.

EIN 41-0741712-construction-Latest filing 2025
Plans
2
Retirement
2
$164.9M assets
Welfare
0
Participants
187
PO BOX 340 - CLOQUET, MN 55720218-384-4266ulland.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$143.7M - 88 part#001401k-$21.2M - 99 part

Retirement portfolio analytics

2 plans aggregated / $164.9M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#002)87%
  • 401(K)PROFIT SHARING PLAN (#001)13%
Total $164.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K)PROFIT SHARING PLAN (#001)99
  • EMPLOYEE STOCK OWNERSHIP (#002)88
Total 187Click 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#002

ULLAND BROTHERS, INC. 2012 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$143.7M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ULLAND BROTHERS, INC. 401(K)PROFIT SHARING PLAN

401k

Assets$21.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ULLAND BROTHERS, INC. 2012 AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLANESOP$143.7M882025
001ULLAND BROTHERS, INC. 401(K)PROFIT SHARING PLAN401k$21.2M992025
Retirement plans
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