Universal Technologies of Wisconsin 401(k) match, vesting and fees
What Universal Technologies of Wisconsin'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Universal Technologies of Wisconsin: employer contribution per participant | $3,995 | |
| Peer median | $1,847 |
| Universal Technologies of Wisconsin: average balance | $102,118 | |
| Peer median | $65,512 |
| Universal Technologies of Wisconsin: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.32% |
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 $11.3M at the end of plan year 2021 to $13.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $13.3M | $519K | $3,995 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 117 | $10.8M | $421K | $3,595 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 127 | $8.5M | $479K | $3,927 | 0.21% | Not published | 5500-SF ↗ |
| 2021 | 114 | $11.3M | $486K | $4,260 | 0.19% | Not published | 5500-SF ↗ |
Other Universal Technologies of Wisconsin plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Universal Technologies of Wisconsin, Inc. Employee Stock Ownership 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 | Retirement · Active | Form 5500 ↗ |
Common questions
Does Universal Technologies of Wisconsin match 401(k) contributions?
The match terms for the Universal Technologies of Wisconsin, Inc. Profit Sharing Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $519K in employer contributions, about $3,995 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universal Technologies of Wisconsin 401(k) match vested?
The vesting schedule for the Universal Technologies of Wisconsin, Inc. Profit Sharing Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universal Technologies of Wisconsin 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Universal Technologies of Wisconsin, Inc..
I left Universal Technologies of Wisconsin. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Universal Technologies of Wisconsin, Inc., (608) 227-3308) or the recordkeeper, The Vanguard Group, Inc.. The Universal Technologies of Wisconsin old 401(k) page lists the contacts from every plan filing. Find an old Universal Technologies of Wisconsin 401(k)
Data from the public Form 5500 annual reports Universal Technologies of Wisconsin 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 Universal Technologies of Wisconsin. Not financial advice. Report a correction · Methodology