Ulma Form Works 401(k) match, vesting and fees
What Ulma Form Works' 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 | Cadaret Grant & Co Inc | Schedule C ↗ |
| Independent auditor | Bdg-Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Ulma Form Works: employer contribution per participant | $2,168 | |
| Peer median | $1,772 |
| Ulma Form Works: average balance | $77,493 | |
| Peer median | $60,900 |
| Ulma Form Works: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.38% |
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 $5.9M at the end of plan year 2021 to $8.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 170 | $8.4M | $234K | $2,168 | 0.56% | Not published | Form 5500 ↗ |
| 2024 | 174 | $6.9M | $222K | $2,019 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 194 | $5.9M | $228K | $1,533 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 178 | $4.8M | $134K | $1,016 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 188 | $5.9M | $59K | $455 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Ulma Form Works match 401(k) contributions?
The match terms for the Ulma Form Works 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $234K in employer contributions, about $2,168 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ulma Form Works 401(k) match vested?
The vesting schedule for the Ulma Form Works 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ulma Form Works 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Cadaret Grant & Co Inc. The plan administrator is Ulma Form Works, Inc.
I left Ulma Form Works. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ulma Form Works, Inc, (201) 691-4480) or the recordkeeper, Cadaret Grant & Co Inc. The Ulma Form Works old 401(k) page lists the contacts from every plan filing. Find an old Ulma Form Works 401(k)
Data from the public Form 5500 annual reports Ulma Form Works filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Ulma Form Works. Not financial advice. Report a correction · Methodology