Ugn, Inc. 401(k) Plan: Login, Facts & Contact Information

Ugn, Inc. 401(k) Plan Facts

Plan name
UGN, INC. RETIREMENT AND SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UGN, INC.
Participants
2,071 (1,226 active employees)
Former employees with a balance
903
Plan assets
$66,159,089 at Dec 31, 2024
Average account balance
$32,931 across 2,009 accounts
Employer contributions
$1,236,632 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.43 million went into the plan in contributions, $1.24 million of it from the employer (23%).
  • $5.86 million was paid out to participants.
  • Investment and other income added $8.39 million.
  • Administrative expenses were $173,160, about $86 per account.

How the Ugn, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,886$55.9 million$862,069$5.87 million
20202,229$58.2 million$269,793$9.37 million
20212,372$63.6 million$704,594$7.58 million
20222,101$51.2 million$1.04 million$5.12 million
20231,911$58.4 million$1.02 million$6.83 million
20242,071$66.2 million$1.24 million$5.86 million

Ugn, Inc. 401(k) Contact Information

Phone
773-437-2474
Mailing address
2650 WARRENVILLE ROAD SUITE 300, DOWNERS GROVE IL 60515
Plan sponsor
UGN, INC.
Employer identification number (EIN)
36-3435795
Plan number
002

Questions about the Ugn, Inc. 401(k)

Does Ugn, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.24 million, 23% of all contributions.

Does the Ugn, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ugn, Inc 401(k) plan?

2,071 participants at the start of plan year 2024, 1,226 of them active employees, and 903 former employees who still had money in the plan.

What is the average 401(k) balance at Ugn, Inc?

About $32,931 per account: $66.2 million in plan assets across 2,009 accounts with a balance at the end of plan year 2024.

Who manages the Ugn, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ugn, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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