How big is Uhrig Financial's plan?

Uhrig Financial's plan reported $631K in assets and 5 participants for 2024.

Original filing (PDF)20250717151837NAL0000877858001

Uhrig Financial

Name: Uhrig Financial — Uhrig Financial 401(k) Plan, Form 5500 (2024)
Creator: Uhrig Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uhrig Financial 401(k) Plan

401(k) retirement plan · Uhrig Financial's Uhrig Financial 401(k) Plan held $631K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

Randi Uhrig signed Uhrig Financial's 2024 Form 5500 as plan administrator.

Randi Uhrig — 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

Uhrig Financial's EIN is 46-1867872.

EIN 46-1867872

Plan number 001

Plan year 2024

ACK ID 20250717151837NAL0000877858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uhrig Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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