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Sponsor portfolioTH

UNITED FORMING INC.

EIN 58-1604050-construction-Latest filing 2025
Plans
3
Retirement
2
$39.8M assets
Welfare
1
$103K premiums
Participants
1,947
470 RIVERSIDE PARKWAY - AUSTELL, GA 301687803678-945-4224unitedforming.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$23.5M - 1,596 part#001401k-$16.3M - 229 part#501Mixed-$103K - 119 lives

Retirement portfolio analytics

2 plans aggregated / $39.8M assets / 1,825 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • EMPLOYEE STOCK OWNERSHIP (#002)59%
  • INC. 401(K) PSP (#001)41%
Total $39.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • (Not disclosed)59%
  • T ROWE PRICE RPS INC41%
Total $39.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)1,596
  • INC. 401(K) PSP (#001)229
Total 1,825Click row to drill in

Benefits portfolio analytics

1 plan / $103K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$103K
  • Long-term disability$103K
  • Other$103K
Total $103K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $103K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • JOHN SNELLINGS INSURANCE AGENCY INC95%
  • WATCHTOWER BENEFITS, LLC5%
Total $19K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED FORMING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.5M
Participants1,596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNITED FORMING, INC. 401(K) PSP

401k

Assets$16.3M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED FORMING INC. WELFARE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$103K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNITED FORMING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.5M1,5962024
001UNITED FORMING, INC. 401(K) PSP401k$16.3M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED FORMING INC. WELFARE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$103K1192025
Retirement plans
Welfare plans
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