UGI II Inc. 401(k) Plan
What public Form 5500 filings show about the UGI II Inc. 401(k) plan — and how to find and check your own account.
The UGI II Inc. 401(k) on its latest Form 5500
UGI II Inc. (EIN 81-4294730) reports UGI II INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $275K in plan assets across 31 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UGI II Inc. filing — schedules, fees, and providers.
Who runs the UGI II Inc. 401(k)?
UGI II Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UGI II Inc.HR for the recordkeeper’s name and login.
How to check your UGI II Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UGI II Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).