How big is Uhrig Financial's plan?

Uhrig Financial's plan reported $380K in assets and 5 participants for 2024.

Original filing (PDF)20250717152019NAL0000924786001

Uhrig Financial

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

Form 5500-SF

FILING_RECEIVED

Uhrig Financial Cash Balance Plan

Defined-benefit pension plan · Uhrig Financial's Uhrig Financial Cash Balance Plan held $380K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

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 002

Plan year 2024

ACK ID 20250717152019NAL0000924786001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score