How big is 4U Benefits' plan?

4U Benefits' plan reported $246K in assets and 2 participants for 2024.

Original filing (PDF)20250619101113NAL0007602898001

4U Benefits

Name: 4U Benefits — 4U Benefits 401(k) Plan, Form 5500 (2024)
Creator: 4U Benefits
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

4U Benefits 401(k) Plan

401(k) retirement plan · 4U Benefits' 4U Benefits 401(k) Plan held $246K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

Plan identifiers

4U Benefits' EIN is 83-2082586.

EIN 83-2082586

Plan number 001

Plan year 2024

ACK ID 20250619101113NAL0007602898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 4U Benefits from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

4U Benefits' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 4U BENEFITS.

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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.
High average account balance (91st percentile).

Plan sponsor

Name

4U BENEFITS

EIN

all filings

Address

5205 CHAPERITO TRAIL · ARLINGTON, TX · 76016

Phone

(682) 234-8711

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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