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Original filing (PDF)20251007175519NAL0005143121003
UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO
Form 5500
FILING_RECEIVED
UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
22,093
Accounts w/ balance
14,848
Plan assets (EOY)
$833.9M
Net assets (EOY)
$833.9M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO.
Plan sponsor
Name
UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO
EIN
59-3128514
Address
1000 UNIVERSAL STUDIOS PLAZA · ORLANDO, FL · 328197601
Phone
(215) 286-1700
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVES INST OPERS CO, INC | 04-2647786 | — | RECORDKEEPER | $280K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $59K | — |
| SB & COMPANY, LLC | 20-2153727 | — | ACCOUNTANT/ ADVISOR | $15K | — |
Investments
31 direct securities · 1 pooled fund· $1.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$829.9M
1 holding
Uncategorized
$524.5M
31 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMCAST CORP EYEE SVNG PLN MASTER COMCAST CORPORATION · EIN 32-6317945 / PN 001 | Master Trust | — | — | $829.9M | 99.5% | |
| SP 500 INDEX PL CL F | — | 311,695.314 | — | $86.0M | 10.3% | |
| VANGUARD TARGET 2040 | — | 765,742.91 | — | $48.3M | 5.8% | |
| VANGUARD TARGET 2045 | — | 719,632.523 | — | $47.4M | 5.7% | |
| VANGUARD TARGET 2035 | — | 720,282.567 | — | $43.3M | 5.2% | |
| VANGUARD TARGET 2050 | — | 640,648.983 | — | $42.8M | 5.1% | |
| LARGE CAP STOCK FUND | — | — | — | $42.5M | 5.1% | |
| VANGUARD TARGET 2030 | — | 555,912.428 | — | $31.8M | 3.8% | |
| VANGUARD TARGET 2055 | — | 435,366.804 | — | $29.1M | 3.5% | |
| SP GLB EXUS IDX CL G | — | 173,578.31 | — | $24.3M | 2.9% | |
| BOND INDEX FUND | — | — | — | $18.7M | 2.2% | |
| SMALL CAP INDEX | — | — | — | $18.3M | 2.2% | |
| VANGUARD TARGET 2025 | — | 312,120.261 | — | $16.9M | 2.0% | |
| COMCAST STABLE VALUE | — | — | — | $14.3M | 1.7% | |
| VANGUARD TARGET 2060 | — | 201,084.087 | — | $13.5M | 1.6% | |
| SMALL MID CAP STOCK | — | — | — | $8.0M | 1.0% | |
| INTERNATIONAL FUND | — | — | — | $7.9M | 0.9% | |
| VANGUARD TARGET 2020 | — | 122,981.663 | — | $6.2M | 0.7% | |
| PRUDENTIAL CORE PLUS BOND FUND | — | — | — | $6.1M | 0.7% | |
| CORPORATE STOCKS COMMON | — | — | — | $5.4M | 0.6% | |
| VANGUARD TARGET INC | — | 83,539.538 | — | $3.8M | 0.5% | |
| VANGUARD TARGET 2065 | — | 82,254.699 | — | $3.3M | 0.4% | |
| BOND FUND | — | — | — | $3.2M | 0.4% | |
| BROKERAGELINK | — | — | — | $2.7M | 0.3% | |
| VANGUARD TARGET 2070 | — | 16,438.675 | — | $403K | <0.1% | |
| FID MGD RET 2035 K6 | — | 13,996.756 | — | $159K | <0.1% | |
| FID MGD RET 2025 K6 | — | 2,141.814 | — | $118K | <0.1% | |
| FID MGD RET 2030 K6 | — | 7,094.992 | — | $80K | <0.1% | |
| FID MGD RET 2010 K6 | — | 457.141 | — | $24K | <0.1% | |
| FID MGD RET 2020 K6 | — | 228.874 | — | $12K | <0.1% | |
| FID MGD RET INC K6 | — | 202.467 | — | $11K | <0.1% | |
| FID MGD RET 2015 K6 | — | 41.129 | — | $2K | <0.1% |