University Bancorp, Inc.'s EIN is 38-2929531.
Download the official 2024 Form 5500 (PDF) for University Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.3M | 45.3% | |
| [Assets held in common collective trust] | Other | — | — | $10.3M | 28.6% | |
| LADENBURG TP GROWTH & INCOME INVEST AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | — | — | $5.6M | 15.6% | |
| [Assets held in employer securities] | Other | — | — | $4.9M | 13.6% | |
| LANDENBURG TP GROWTH INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.8% | |
| LADENBURG TP AGGR GROWTH INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.7% | |
| LADENBURG TP INCOME & GROWTH INVEST AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| [Assets held in participant loans] | Other | — | — | $848K | 2.4% | |
| LADENBURG TP INCOME INVESTOR AMERICAN TRUST CUSTODY · EIN 35-2695990 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% |
| LADENBURG THALMAN ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACK DIAMOND FINANCIAL, LLC | — | NUTLEY, NJ | NONE | $23K | — |
| WATKINS ROSS | 38-1477362 | GRAND RAPIDS, MI | NONE | $14K | — |
| UNIVERSITY BANCORP, INC. | — | ANN ARBOR, MI | PLAN SPONSOR | $0 | — |
