Ule Group 401(k) match, vesting and fees
What Ule Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Serv. | Schedule C ↗ |
| Independent auditor | Lm Cohen & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Ule Group: employer contribution per participant | $3,461 | |
| Peer median | $1,988 |
| Ule Group: average balance | $17,843 | |
| Peer median | $75,431 |
| Ule Group: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $318K at the end of plan year 2021 to $3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 168 | $3M | $575K | $3,461 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 145 | $2M | $576K | $4,083 | 0.59% | Not published | 5500-SF ↗ |
| 2022 | 115 | $1.1M | $418K | $3,769 | 0.33% | Not published | 5500-SF ↗ |
| 2021 | 69 | $318K | — | — | 0.99% | Not published | 5500-SF ↗ |
Other Ule Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ule Group Corp. Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Ule Group Corp. Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Ule Group match 401(k) contributions?
The match terms for the Ule Group Corp. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $575K in employer contributions, about $3,461 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ule Group 401(k) match vested?
The vesting schedule for the Ule Group Corp. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ule Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Serv.. The plan administrator is Ule Group Corp..
I left Ule Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ule Group Corp., (631) 499-6664) or the recordkeeper, Capital Group Retirement Plan Serv.. The Ule Group old 401(k) page lists the contacts from every plan filing. Find an old Ule Group 401(k)
Data from the public Form 5500 annual reports Ule Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ule Group. Not financial advice. Report a correction · Methodology