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Original filing (PDF)20250731122830NAL0003057955001
THE UNIVERSITY FINANCING FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
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