What public Form 5500 filings show about the Universal Technical Institute, Inc. 401(k) plan — and how to find and check your own account.
Universal Technical Institute, Inc. (EIN 86-0891201) reports UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN on its most recent Form 5500, with $159.0M in plan assets across 3,502 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 Technical Institute, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Universal Technical Institute, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, STRATEGIC ADVISORS, FORVIS LLP.
