Original filing (PDF)20260227175906NAL0000306611001

PFM UNIVERSE, LLC

Name: PFM UNIVERSE, LLC — PFM UNIVERSE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PFM UNIVERSE, LLC

Form 5500-SF

FILING_RECEIVED

PFM UNIVERSE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PFM UNIVERSE, LLC

EIN

83-0700647all filings

Address

1611 MIDNIGHT DR · SAN ANTONIO, TX · 78260

Phone

(210) 685-8715

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