Back to filter
Original filing (PDF)20250403112435NAL0005755795001
UNIVERSAL HERBS, INC.
Form 5500-SF
FILING_RECEIVED
UNIVERSAL HERBS, INC. 401K PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL HERBS, INC..
Plan sponsor
Name
UNIVERSAL HERBS, INC.
EIN
20-1691540
Address
31909 HAYMAN ST · HAYWARD, CA · 94544
Phone
(650) 921-6882
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
CIAMPA APOTHECARY, INC.
CIAMPA APOTHECARY, INC. PROFIT SHARING PLAN
$1.3M · 3 participants
MTBC LTD
TBC ENTERPRISES 401(K) PLAN
$1.3M · 100 participants
CALVIN SCOTT & COMPANY, INC.
CALVIN SCOTT & COMPANY, INC., 401(K) PLAN
$1.3M · 12 participants
STAR-LIGHT CREATIONS INC
STAR-LIGHT CREATIONS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 8 participants
AVILAR THERAPEUTICS INC
AVILAR THERAPEUTICS 401K RETIREMENT PLAN
$1.4M · 17 participants
HUB PHARMACEUTICALS LLC
HUB PHARMACEUTICALS LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B