How big is UE Group Incorporated's plan?

UE Group Incorporated's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20251013111649NAL0000527251001

UE Group Incorporated

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

Form 5500-SF

FILING_RECEIVED

The UE Group 401(k) Retirement Savings Plan

401(k) retirement plan · UE Group Incorporated's The UE Group 401(k) Retirement Savings Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

UE Group Incorporated's EIN is 27-2813416.

EIN 27-2813416

Plan number 001

Plan year 2024

ACK ID 20251013111649NAL0000527251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UE Group Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UE Group Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, 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 UE GROUP INCORPORATED.

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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 (91st percentile).

Plan sponsor

Name

UE GROUP INCORPORATED

EIN

all filings

Address

1165 LINCOLN AVE STE 225 · SAN JOSE, CA · 951253043

Phone

(408) 297-2445

Industry

Professional & Technical Services

Plan administrator