What public Form 5500 filings show about the Universal Windows Direct, Inc. 401(k) plan — and how to find and check your own account.
Universal Windows Direct, Inc. (EIN 05-0578010) reports UNIVERSAL WINDOWS 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Windows Direct, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Universal Windows Direct, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUTUREPLAN BY ASCENSUS, CHARLES SCHWAB & CO, LPL FINANCIAL COPORATION, SAGEPOINT FINANCIAL.
