How big is Universal Merchant Services, LLC's plan?

Universal Merchant Services, LLC's plan reported $662K in assets and 4 participants for 2024.

Original filing (PDF)20251010065241NAL0017287170001

Universal Merchant Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Universal Merchant Services, LLC 401(k) Plan

401(k) retirement plan · Universal Merchant Services, LLC's Universal Merchant Services, LLC 401(k) Plan held $662K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

People on this filing

Brian ROTH signed Universal Merchant Services, LLC's 2024 Form 5500 as plan administrator.

Brian ROTH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Universal Merchant Services, LLC's EIN is 38-3629295.

EIN 38-3629295

Plan number 001

Plan year 2024

ACK ID 20251010065241NAL0017287170001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Merchant Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UNIVERSAL MERCHANT SERVICES, LLC

EIN

all filings

Address

2773 S OCEAN BLVD #509 · PALM BEACH, FL · 33480

Phone

(212) 889-1800

Industry

Finance & Insurance

Plan administrator