Universal Strategy Group, Inc. 401(k) Plan

The Universal Strategy Group, Inc. 401(k) on its latest Form 5500

Universal Strategy Group, Inc. (EIN 20-8271378) reports UNIVERSAL STRATEGY GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $5.6M in plan assets across 65 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 Strategy Group, Inc. filing — schedules, fees, and providers.

Who runs the Universal Strategy Group, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Employee Fiduciary, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Universal Strategy Group, Inc. 401(k).

How to check your Universal Strategy Group, Inc. 401(k)

• Log in to Employee Fiduciary’s participant portal (the site on your statements).
• Ask Universal Strategy Group, 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).