How big is The University Club's plan?

The University Club's plan reported $859K in assets and 11 participants for 2024.

Original filing (PDF)20250604142216NAL0019366576001

The University Club

Name: The University Club — The University Club 401(k), Form 5500 (2024)
Creator: The University Club
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The University Club 401(k) Plan

401(k) retirement plan · The University Club's The University Club 401(k) Plan held $859K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

People on this filing

James Loring signed The University Club's 2024 Form 5500 as plan administrator.

James Loring — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The University Club's EIN is 05-0231650.

EIN 05-0231650

Plan number 002

Plan year 2024

ACK ID 20250604142216NAL0019366576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The University Club from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The University Club's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIVERSITY CLUB.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE UNIVERSITY CLUB

EIN

all filings

Address

219 BENEFIT STREET · PROVIDENCE, RI · 029032701

Phone

(401) 331-3230

Industry

Other Services (ex. Public Admin)

Plan administrator