Original filing (PDF)20250711084828NAL0016970434001

UNIVERSAL OIL, INC.

Name: UNIVERSAL OIL, INC. — UNIVERSAL OIL, INC. ESOP DIVERSIFIED SUB ACCOUNT, Form 5500 (2024)
Creator: UNIVERSAL OIL, INC.

Form 5500-SF

FILING_RECEIVED

UNIVERSAL OIL, INC. ESOP DIVERSIFIED SUB ACCOUNT

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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.

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSAL OIL, INC.

EIN

34-0772362

Address

265 JEFFERSON AVE. · CLEVELAND, OH · 44113

Phone

(216) 771-4300

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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