How big is The University Financing Foundation , Inc.'s plan?

The University Financing Foundation , Inc.'s plan reported $1.8M in assets and 11 participants for 2024.

Original filing (PDF)20250728070034NAL0003787314001

The University Financing Foundation , Inc.

Name: The University Financing Foundation , Inc. — Form 5500 Plan 004 (2024)
Creator: The University Financing Foundation , Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The University Financing Foundation, Inc. Defined Contribution Plan

Defined-contribution retirement plan · The University Financing Foundation , Inc.'s The University Financing Foundation, Inc. Defined Contribution Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Victor Clements signed The University Financing Foundation , Inc.'s 2024 Form 5500 as plan administrator.

Victor Clements — 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 University Financing Foundation , Inc.'s EIN is 58-1505902.

EIN 58-1505902

Plan number 004

Plan year 2024

ACK ID 20250728070034NAL0003787314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The University Financing Foundation , Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The University Financing Foundation , Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIVERSITY FINANCING FOUNDATION , 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE UNIVERSITY FINANCING FOUNDATION , INC.

EIN

all filings

Address

75 FIFTH ST NW, SUITE 1025 · ATLANTA, GA · 30308

Phone

(404) 214-9440

Industry

Other Services (ex. Public Admin)

Plan administrator