How big is TU, LLC's plan?

TU, LLC's plan reported $4.6M in assets and 18 participants for 2024.

Original filing (PDF)20251118065624NAL0003665872001

TU, LLC

Name: TU, LLC — TU, LLC Profit Sharing Plan, Form 5500 (2024)
Creator: TU, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TU, LLC Profit Sharing Plan

Defined-contribution retirement plan · TU, LLC's TU, LLC Profit Sharing Plan held $4.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

William Soltis signed TU, LLC's 2024 Form 5500 as plan administrator.

William Soltis — 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

TU, LLC's EIN is 62-1775857.

EIN 62-1775857

Plan number 001

Plan year 2024

ACK ID 20251118065624NAL0003665872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TU, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TU, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TU, LLC.

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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.

Plan sponsor

Name

TU, LLC

EIN

all filings

Address

P O BOX 22 · SOUTHINGTON, OH · 44470

Phone

(330) 847-6597

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

TU, LLC

EIN

62-1775857

City

SOUTHINGTON, OH

Phone

(330) 847-6597

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-18

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

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 providers

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