Back to filter
Original filing (PDF)20250728070034NAL0003787314001
THE UNIVERSITY FINANCING FOUNDATION , INC.
Form 5500-SF
FILING_RECEIVED
THE UNIVERSITY FINANCING FOUNDATION, INC. DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY FINANCING FOUNDATION , INC..
Plan sponsor
Name
THE UNIVERSITY FINANCING FOUNDATION , INC.
EIN
58-1505902
Address
75 FIFTH ST NW, SUITE 1025 · ATLANTA, GA · 30308
Phone
(404) 214-9440
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
THOMAS H. HALL,III,KEVIN T. BYRNE & VICTOR R. CLEMENTS
EIN
30-0690921
City
ATLANTA, GA
Phone
(404) 214-9440
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
LATINOS FOR EDUCATION INC
LATINOS FOR EDUCATION 401(K) PLAN
$1.8M · 24 participants
GIRL SCOUTS OF NORTHERN ILLINOIS
EMPLOYEE BENEFIT PLAN OF GIRL SCOUTS OF NORTHERN ILLINOIS
$1.8M · 57 participants
JEWISH FEDERATION OF ORANGE COUNTY
JEWISH FEDERATION OF ORANGE COUNTY 403(B) PLAN
$1.8M · 21 participants
CHARLESTON ANIMAL SOCIETY
CHARLESTON ANIMAL SOCIETY 401(K) PLAN
$1.8M · 103 participants
THE EDUCATIONAL FOUNDATION OF AMERICA
EDUCATIONAL FOUNDATION OF AMERICA 403(B) PLAN
$1.8M · 6 participants
PRINCETON AREA COMMUNITY FOUNDATION, INC.
PRINCETON AREA COMMUNITY FOUNDATION, INC. DEFERRED COMPENSATION 403(B) RETIREMENT PLAN
$1.8M · 15 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants