How big is Universal Title & Financial Corporation's plan?

Universal Title & Financial Corporation's plan reported $2.7M in assets and 77 participants for 2024.

Original filing (PDF)20250904100809NAL0033553922001

Universal Title & Financial Corporation

Name: Universal Title & Financial Corporation — Form 5500 Plan 001 (2024)
Creator: Universal Title & Financial Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Title & Financial Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Universal Title & Financial Corporation's Universal Title & Financial Corporation 401(k) Profit Sharing Plan held $2.7M in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Phillip Schiller signed Universal Title & Financial Corporation's 2024 Form 5500 as plan administrator.

Phillip Schiller — 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 Title & Financial Corporation's EIN is 41-1502177.

EIN 41-1502177

Plan number 001

Plan year 2024

ACK ID 20250904100809NAL0033553922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Title & Financial Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Title & Financial Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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