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Original filing (PDF)20250725052116NAL0006215169001
UVNV, INC.
Form 5500
FILING_RECEIVED
UVNV, INC. 401(K) PLAN
401(k) retirement plan
Active participants
601
Accounts w/ balance
658
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UVNV, INC..
Plan sponsor
Name
UVNV, INC.
EIN
45-4829750
Address
1550 SCENIC AVE SUITE 100 · COSTA MESA, CA · 92626
Phone
(949) 558-0482
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $92K | — |
Investments
26 direct securities · 1 pooled fund· $36.6M(99% of reported assets)
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.
Registered Investment Companies
$36.3M
26 holdings
Common Collective Trust
$311K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.7M | 20.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.3M | 11.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.6M | 9.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.4M | 9.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.1M | 8.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.1M | 5.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.7M | 4.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 4.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $1.0M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 2.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $893K | 2.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $847K | 2.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $630K | 1.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $520K | 1.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $394K | 1.1% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $333K | 0.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $311K | 0.8% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $284K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $200K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $135K | 0.4% | |
| SS EMERG MKTS EQ IDX K | Registered Investment Companies | — | — | $118K | 0.3% | |
| JANHEN SMALL CAP VALUE FD - N | Registered Investment Companies | — | — | $108K | 0.3% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $63K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $61K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $9K | <0.1% |
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