What public Form 5500 filings show about the University Bancorp, Inc. 401(k) plan — and how to find and check your own account.
University Bancorp, Inc. (EIN 38-2929531) reports UNIVERSITY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $35.9M in plan assets across 494 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 University Bancorp, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your University Bancorp, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WATKINS ROSS, EMPOWER ADVISORY GROUP, BLACK DIAMOND FINANCIAL, UNIVERSITY BANCORP, LADENBURG THALMAN ASSET MANAGEMENT.
