Universal Strategic Advisors LLC (EIN 84-4880130) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.6M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Universal Strategic Advisors Defined Benefit Plan | 002 | 5 | $1.9M |
| Universal Strategic Advisors 401(k) Profit Sharing Plan | 001 | 11 | $732K |
84-4880130 is the Employer Identification Number (EIN) Universal Strategic Advisors LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
