How big is Universal Investment Group, Inc.'s plan?

Universal Investment Group, Inc.'s plan reported $6K in assets and 25 participants for 2025.

Original filing (PDF)20260506220114NAL0002214993005

Universal Investment Group, Inc.

Name: Universal Investment Group, Inc. — Universal, Form 5500 (2025)
Creator: Universal Investment Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Investment Group 401(k) Plan

401(k) retirement plan · Universal Investment Group, Inc.'s Universal Investment Group 401(k) Plan held $6K in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Universal Investment Group, Inc.'s EIN is 30-0824601.

EIN 30-0824601

Plan number 001

Plan year 2025

ACK ID 20260506220114NAL0002214993005

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Universal Investment Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Universal Investment Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score