How big is Universal Portfolio Ltd.'s plan?

Universal Portfolio Ltd.'s plan reported $428K in assets and 38 participants for 2024.

Original filing (PDF)20250808050323NAL0004152161001

Universal Portfolio Ltd.

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

Form 5500-SF

FILING_RECEIVED

Universal Portfolio Ltd. 401(k) Plan

401(k) retirement plan · Universal Portfolio Ltd.'s Universal Portfolio Ltd. 401(k) Plan held $428K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

People on this filing

Melissa Soriano signed Universal Portfolio Ltd.'s 2024 Form 5500 as plan administrator.

Melissa Soriano — 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

Universal Portfolio Ltd.'s EIN is 52-1273048.

EIN 52-1273048

Plan number 001

Plan year 2024

ACK ID 20250808050323NAL0004152161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Portfolio Ltd.'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 UNIVERSAL PORTFOLIO LTD.

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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