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Sponsor portfolio

UNITED PATERSON ENTERPRISES, INC.

EIN 71-0953243-Manufacturing-Latest filing 2024
Plans
3
Retirement
3
$3.4M assets
Welfare
0
Participants
91
124 WOOD STREET - PATERSON, NJ 07524973-279-1683
Plans on this EIN
3 filings
#002CashBalance-$2.0M - 20 part#001ProfitSharing-$1.2M - 39 part#003401k-$244K - 32 part

Retirement portfolio analytics

3 plans aggregated / $3.4M assets / 91 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • PROFIT SHARING PLAN (#001)36%
  • INC. 401K PLAN (#003)7%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)39
  • INC. 401K PLAN (#003)32
  • CASH BALANCE PLAN (#002)20
Total 91Click 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

UNITED PATERSON ENTERPRISES, INC. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

UNITED PATERSON ENTERPRISES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.2M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNITED PATERSON ENTERPRISES, INC. 401K PLAN

401k

Assets$244K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002UNITED PATERSON ENTERPRISES, INC. CASH BALANCE PLANCashBalance$2.0M202024
001UNITED PATERSON ENTERPRISES, INC. PROFIT SHARING PLANProfitSharing$1.2M392024
003UNITED PATERSON ENTERPRISES, INC. 401K PLAN401k$244K322024
Retirement plans
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