How big is Universal TONE Management , LLC's plan?

Universal TONE Management , LLC's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20251015155103NAL0002582867001

Universal TONE Management , LLC

Name: Universal TONE Management , LLC — Universal TONE, Form 5500 (2024)
Creator: Universal TONE Management , LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal TONE Management, LLC 401(k) Plan

401(k) retirement plan · Universal TONE Management , LLC's Universal TONE Management, LLC 401(k) Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Universal TONE Management , LLC's EIN is 27-4222362.

EIN 27-4222362

Plan number 001

Plan year 2024

ACK ID 20251015155103NAL0002582867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal TONE Management , LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal TONE Management , LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

UNIVERSAL TONE MANAGEMENT , LLC

EIN

all filings

Address

5 MITCHELL BLVD. · SAN RAFAEL, CA · 94903

Phone

(415) 479-1010

Industry

Arts, Entertainment, Recreation

Plan administrator