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Original filing (PDF)20260310134532NAL0003911315001
UNIVERSAL AUTO GROUP I, INC. DBA TACOMA DODGE CHRYSLER
Form 5500
FILING_RECEIVED
UNIVERSAL AUTO GROUP HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
256
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 AUTO GROUP I, INC. DBA TACOMA DODGE CHRYSLER.
Plan sponsor
Name
UNIVERSAL AUTO GROUP I, INC. DBA TACOMA DODGE CHRYSLER
DBA
DBA TACOMA DODGE CHRYSLER JEEP RAM
EIN
27-1025733
Address
4101 SOUTH TACOMA WAY · TACOMA, WA · 98409
Phone
(253) 579-1200
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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