Retirement plan

UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN

Name: UNIFIED DEFENSE HOLDINGS, LLC - UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN (2022) Form 5500
Creator: UNIFIED DEFENSE HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN, UNIFIED DEFENSE HOLDINGS, LLC

UNIFIED DEFENSE HOLDINGS, LLCEIN 88-2296782Plan #001PY 2022

7539 HAWKINSVILLE ROAD - MACON, GA 31216478-788-8162unifieddefense.usLinkedIn51-200 employeesconsumer goods

Prospect flagsHigh cashLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

124

No prior year

Average account balance

$23,054

No prior year

Annual return

32.51%

No prior year

Benchmarks

See 14,496 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,496 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

215

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.

60.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$438K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$185

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$425
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 61 · EIN 23-1702591	Finders' fees / placement fees	$0

Plan features & details

Pension benefit codes2G2J2K2T2E3H3D2F

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$425

$5 / participant

Other / not subdivided$425100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAULDIN & JENKINS, LLC
Auditor EIN: 580692043
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,054

$71,872-67.9%

$86,691-73.4%

$68,495-66.3%

Participation rate

93.6%

72.2%+21.3pp

76.6%+17.0pp

67.9%+25.7pp

Annual return

32.51%

3.53%+29.0pp

35.94%-3.4pp

-7.84%+40.3pp

Employer contribution / active EE

$1,116

$2,173-48.7%

$2,837-60.7%

$2,596-57.0%

Participant deferral / active EE

$1,646

$3,779-56.5%

$4,656-64.7%

$4,028-59.1%

Admin fee / account holder

$6,112-99.9%

$7,492-100.0%

$5,403-99.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$425

LINCOLN NATIONAL CORPORATION1+ years

Filed as: LINCOLN INVESTMENT PLANNING LLC

Service code 61 · EIN 23-1702591

Finders' fees / placement fees

UNIFIED DEFENSE HOLDINGS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIFIED DEFENSE HOLDINGS, LLC 401(K) 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