How big is Ugtai LLC's plan?

Ugtai LLC's plan reported $182K in assets and 3 participants for 2024.

Original filing (PDF)20250807125130NAL0002179987001

Ugtai LLC

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

Form 5500-SF

FILING_RECEIVED

Ugtai 401(k) Plan

401(k) retirement plan · Ugtai LLC's Ugtai 401(k) Plan held $182K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

People on this filing

Hardik Patel signed Ugtai LLC's 2024 Form 5500 as plan administrator.

Hardik Patel — 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

Ugtai LLC's EIN is 46-3243312.

EIN 46-3243312

Plan number 001

Plan year 2024

ACK ID 20250807125130NAL0002179987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ugtai LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UGTAI LLC

EIN

all filings

Address

3666 TAMIAMI TRAIL · PORT CHARLOTTE, FL · 33952

Phone

(404) 538-0092

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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