What public Form 5500 filings show about the Universal Portfolio Ltd. 401(k) plan — and how to find and check your own account.
Universal Portfolio Ltd. (EIN 52-1273048) reports UNIVERSAL PORTFOLIO LTD 401K PLAN on its most recent Form 5500, with $428K in plan assets across 38 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 Portfolio Ltd. filing — schedules, fees, and providers.
Universal Portfolio Ltd.’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 Universal Portfolio Ltd.HR for the recordkeeper’s name and login.
