How big is Uberion Inc.'s plan?

Uberion Inc.'s plan reported $166K in assets and 7 participants for 2024.

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Original filing (PDF)20251015170233NAL0010448194001

Uberion Inc.

Name: Uberion Inc. — Form 5500 (2024)
Creator: Uberion Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uberion Inc.

401(k) retirement plan · Uberion Inc. held $166K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

People on this filing

Gregory Smith signed Uberion Inc.'s 2024 Form 5500 as plan administrator.

Gregory Smith — 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

Uberion Inc.'s EIN is 46-4260580.

EIN 46-4260580

Plan number 001

Plan year 2024

ACK ID 20251015170233NAL0010448194001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uberion Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

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

Plan sponsor

Name

UBERION INC

EIN

all filings

Address

23501, PARK SORRENTO · SUITE 213 · CALABASAS, CA · 91302

Phone

(310) 742-3051

Industry

Construction

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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