Original filing (PDF)20251021163010NAL0001595232001

UNIVERSITY AVENUE DISCOVERY CENTER

Name: UNIVERSITY AVENUE DISCOVERY CENTER — UNIVERSITY AVENUE DISCOVERY CENTER RETIREMENT TRUST, Form 5500 (2024)
Creator: UNIVERSITY AVENUE DISCOVERY CENTER

Form 5500-SF

FILING_RECEIVED

UNIVERSITY AVENUE DISCOVERY CENTER RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSITY AVENUE DISCOVERY CENTER.

Plan sponsor

Name

UNIVERSITY AVENUE DISCOVERY CENTER

EIN

39-1319810all filings

Address

1609 UNIVERSITY AVE · MADISON, WI · 53726

Phone

(608) 283-9805

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator