Original filing (PDF)20250912064126NAL0002072914001

UNIVERSAL BUSINESS TEAM, LLC

Name: UNIVERSAL BUSINESS TEAM, LLC — EMPOWER HR RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: UNIVERSAL BUSINESS TEAM, LLC

Form 5500-SF

FILING_RECEIVED

EMPOWER HR RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL BUSINESS TEAM, LLC.

Plan sponsor

Name

UNIVERSAL BUSINESS TEAM, LLC

DBA

UBT

EIN

27-2896444

Address

100 CHALLENGER ROAD · SUITE 114 · RIDGEFIELD PARK, NJ · 07660

Phone

(866) 996-6336

Industry

Wholesale Tradesee all

Plan administrator

Name

3(16) FIDUCIARY SERVICES CORPORATION

EIN

45-4813650

City

WOODSTOCK, GA

Phone

(561) 440-2139

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

ILFS HOLDINGS, LTD.

ILFS HOLDINGS, LTD. 401(K) PROFIT SHARING PLAN & TRUST

GRS INDUSTRIES CORP

GRS INDUSTRIES CORP DEFINED BENEFIT PLAN

ARNO SALES & MARKETING, INC.

ARNO SALES & MARKETING, INC. 401(K) P/S PLAN

FIELD TO FAMILY NATURAL FOODS

FIELD TO FAMILY NATURAL FOODS 401(K) PROFIT SHARING PLAN

ELECTRO-LINES INC

ELECTRO-LINES INC 401(K) PROFIT SHARING PLAN & TRUST