How big is Universal Strategic Advisors LLC's plan?

Universal Strategic Advisors LLC's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20250826150935NAL0008618785001

Universal Strategic Advisors LLC

Name: Universal Strategic Advisors LLC — Universal, Form 5500 (2024)
Creator: Universal Strategic Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Strategic Advisors Defined Benefit Plan

Defined-benefit pension plan · Universal Strategic Advisors LLC's Universal Strategic Advisors Defined Benefit Plan held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Brian Demore signed Universal Strategic Advisors LLC's 2024 Form 5500 as plan administrator.

Brian Demore — 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

Universal Strategic Advisors LLC's EIN is 84-4880130.

EIN 84-4880130

Plan number 002

Plan year 2024

ACK ID 20250826150935NAL0008618785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Strategic Advisors LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSAL STRATEGIC ADVISORS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score