What public Form 5500 filings show about the Universal Mental Health Services, Inc. 401(k) plan — and how to find and check your own account.
Universal Mental Health Services, Inc. (EIN 14-1877453) reports UNIVERSAL MENTAL HEALTH SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $2.3M in plan assets across 439 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 Universal Mental Health Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Universal Mental Health Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT.