How big is The Universal Group LLC's plan?

The Universal Group LLC's plan reported $4.1M in assets and 30 participants for 2024.

Original filing (PDF)20250721095704NAL0003316994001

The Universal Group LLC

Name: The Universal Group LLC — The Universal Group LLC, Form 5500 (2024)
Creator: The Universal Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Universal Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Universal Group LLC's The Universal Group LLC 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Annik Smith signed The Universal Group LLC's 2024 Form 5500 as plan administrator.

Annik 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

The Universal Group LLC's EIN is 47-1614550.

EIN 47-1614550

Plan number 001

Plan year 2024

ACK ID 20250721095704NAL0003316994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Universal Group LLC'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 THE UNIVERSAL GROUP LLC.

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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