What public Form 5500 filings show about the University Research Co., LLC 401(k) plan — and how to find and check your own account.
University Research Co., LLC (EIN 52-0939806) reports UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $46.6M in plan assets across 151 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 Research Co., LLC 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 University Research Co., LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LUTS AND GREENLEIGH GROUP, RUBINO & MCGEEHIN CHARTERED.
