How big is UFG, Inc.'s plan?

UFG, Inc.'s plan reported $62K in assets and 4 participants for 2024.

Original filing (PDF)20250623161310NAL0015031282001

UFG, Inc.

Name: UFG, Inc. — UFG, Inc. Retirement Plan, Form 5500 (2024)
Creator: UFG, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UFG, Inc. Retirement Plan

Defined-contribution retirement plan · UFG, Inc.'s UFG, Inc. Retirement Plan held $62K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

Thomas CHUN signed UFG, Inc.'s 2024 Form 5500 as plan administrator.

Thomas CHUN — 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

UFG, Inc.'s EIN is 38-3988650.

EIN 38-3988650

Plan number 001

Plan year 2024

ACK ID 20250623161310NAL0015031282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UFG, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UFG, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UFG, INC.

EIN

all filings

Address

4420 DISTRICT BLVD · VERNON, CA · 90058

Phone

(310) 982-2677

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-23

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2A · Age/service weighted or new comparability

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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