Universal Tool Equipment and Controls 401(k) match, vesting and fees
What Universal Tool Equipment and Controls' 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 | Retirement Plan Audit Services, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Universal Tool Equipment and Controls: employer contribution per participant | $2,798 | |
| Peer median | $1,890 |
| Universal Tool Equipment and Controls: average balance | $58,477 | |
| Peer median | $56,033 |
| Universal Tool Equipment and Controls: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.37% |
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 $4.6M at the end of plan year 2021 to $9.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 191 | $9.2M | $442K | $2,798 | 0.62% | Not published | Form 5500 ↗ |
| 2024 | 152 | $7.4M | $345K | $2,924 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 157 | $5.9M | $337K | $2,880 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 137 | $4.6M | $269K | $2,563 | 0.59% | Not published | 5500-SF ↗ |
| 2021 | 115 | $4.6M | $201K | $2,332 | 0.58% | Not published | 5500-SF ↗ |
Common questions
Does Universal Tool Equipment and Controls match 401(k) contributions?
The match terms for the Utec 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $442K in employer contributions, about $2,798 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universal Tool Equipment and Controls 401(k) match vested?
The vesting schedule for the Utec 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universal Tool Equipment and Controls 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Fidelity Workplace Services LLC.
I left Universal Tool Equipment and Controls. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fidelity Workplace Services LLC, (859) 386-4199) or the recordkeeper, Fidelity Investments Institutional. The Universal Tool Equipment and Controls old 401(k) page lists the contacts from every plan filing. Find an old Universal Tool Equipment and Controls 401(k)
Data from the public Form 5500 annual reports Universal Tool Equipment and Controls 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 Universal Tool Equipment and Controls. Not financial advice. Report a correction · Methodology