Retirement plan

UNIVERSAL ELECTRIC MOTOR SERVICE, INC. PROFIT SHARING PLAN

Name: UNIVERSAL ELECTRIC MOTOR SERVICE, INC. - UNIVERSAL ELECTRIC MOTOR SERVICE, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: UNIVERSAL ELECTRIC MOTOR SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL ELECTRIC MOTOR SERVICE, INC. PROFIT SHARING PLAN, UNIVERSAL ELECTRIC MOTOR SERVICE, INC.

UNIVERSAL ELECTRIC MOTOR SERVICE, INC.EIN 22-2056061Plan #001PY 2025

131 SOUTH NEWMAN STREET - HACKENSACK, NJ 07601201-968-1000uemotor.comLinkedIn11-50 employeesmechanical or industrial engineering

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$6.5M

+22.8% from 2024

Total participants

-6.1% from 2024

Average account balance

$105,475

+30.7% from 2024

Annual return

15.94%

-1.55 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort2,358 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$105K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

177.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1271

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$79K

$2252 / participant

Other / not subdivided$79K100.0%

% of EOY assets

1.205%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,475

$115,931-9.0%

$185,441-43.1%

$86,983+21.3%

Participation rate

100.0%

73.6%+26.4pp

80.3%+19.7pp

69.5%+30.5pp

Annual return

15.94%

21.47%-5.5pp

20.16%-4.2pp

25.83%-9.9pp

Employer contribution / active EE

$5,383

$2,937+83.3%

$4,672+15.2%

$2,584+108.3%

Participant deferral / active EE

$6,373

$4,551+40.0%

$6,152+3.6%

$4,194+52.0%

Admin fee / account holder

$1,271

$10,687-88.1%

$17,890-92.9%

$7,856-83.8%

UNIVERSAL ELECTRIC MOTOR SERVICE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL ELECTRIC MOTOR SERVICE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion