How big is University Inn's plan?

University Inn's plan reported $2.1M in assets and 117 participants for 2024.

Original filing (PDF)20250723124946NAL0003469217001

University Inn

Name: University Inn — University Inn Retirement Plan, Form 5500 (2024)
Creator: University Inn
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University Inn Retirement Plan

401(k) retirement plan · University Inn's University Inn Retirement Plan held $2.1M in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Montgomery L. Garman signed University Inn's 2024 Form 5500 as plan administrator.

Montgomery L. Garman — 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

University Inn's EIN is 82-0333117.

EIN 82-0333117

Plan number 007

Plan year 2024

ACK ID 20250723124946NAL0003469217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

University Inn's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score