United Flow Technologies Intermediate Holdco II 401(k) match, vesting and fees
What United Flow Technologies Intermediate Holdco II'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 501 defined-contribution plans in wholesale trade with 500 to 999 participants.
| United Flow Technologies Intermediate Holdco II: employer contribution per participant | $3,676 | |
| Peer median | $1,855 |
| United Flow Technologies Intermediate Holdco II: average balance | $140,846 | |
| Peer median | $72,906 |
| United Flow Technologies Intermediate Holdco II: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $78.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 762 | $78.2M | $2M | $3,676 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does United Flow Technologies Intermediate Holdco II match 401(k) contributions?
The match terms for the Uft 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $3,676 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Flow Technologies Intermediate Holdco II 401(k) match vested?
The vesting schedule for the Uft 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Flow Technologies Intermediate Holdco II 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is United Flow Technologies Intermediate Holdco II, LLC.
I left United Flow Technologies Intermediate Holdco II. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Flow Technologies Intermediate Holdco II, LLC, (260) 271-9812) or the recordkeeper, Principal Life Insurance Company. The United Flow Technologies Intermediate Holdco II old 401(k) page lists the contacts from every plan filing. Find an old United Flow Technologies Intermediate Holdco II 401(k)
Data from the public Form 5500 annual reports United Flow Technologies Intermediate Holdco II filed with the U.S. Department of Labor (plan years 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 United Flow Technologies Intermediate Holdco II. Not financial advice. Report a correction · Methodology