Original filing (PDF)20250516140112NAL0031687056001

UNIVERSAL BENEFITS MARKETING FIRM, INC.

Name: UNIVERSAL BENEFITS MARKETING FIRM, INC. — UNIVERSAL BENEFITS MARKETING FIRM, INC. 401K PLAN, Form 5500 (2024)
Creator: UNIVERSAL BENEFITS MARKETING FIRM, INC.

Form 5500-SF

FILING_RECEIVED

UNIVERSAL BENEFITS MARKETING FIRM, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

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 BENEFITS MARKETING FIRM, INC..

Plan sponsor

Name

UNIVERSAL BENEFITS MARKETING FIRM, INC.

EIN

34-2002657all filings

Address

110 E LIBERTY STREET · SUMTER, SC · 29150

Phone

(803) 733-1838

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator