Ultra Electronics 401(k) match, vesting and fees
What Ultra Electronics' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Ultra Electronics: employer contribution per participant | $2,159 | |
| Peer median | $1,949 |
| Ultra Electronics: average balance | $129,392 | |
| Peer median | $68,107 |
| Ultra Electronics: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.14% |
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 $337M at the end of plan year 2021 to $305M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,626 | $305M | $5.1M | $2,159 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 2,713 | $297M | $5.8M | $2,321 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 2,600 | $286M | $7M | $3,133 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 2,769 | $275M | $6.8M | $2,566 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 2,755 | $337M | $6M | $2,273 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Ultra Electronics match 401(k) contributions?
The match terms for the Ultra Electronics Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $5.1M in employer contributions, about $2,159 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ultra Electronics 401(k) match vested?
The vesting schedule for the Ultra Electronics Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ultra Electronics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Ultra Electronics Inc..
I left Ultra Electronics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ultra Electronics Inc., (203) 615-4251) or the recordkeeper, Fidelity Investments Institutional. The Ultra Electronics old 401(k) page lists the contacts from every plan filing. Find an old Ultra Electronics 401(k)
Data from the public Form 5500 annual reports Ultra Electronics 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 Ultra Electronics. Not financial advice. Report a correction · Methodology