How big is UC LEX LLC's plan?

UC LEX LLC's plan covered 14 participants for 2024.

Original filing (PDF)20251013082256NAL0000841745001

UC LEX LLC

Name: UC LEX LLC — UC LEX LLC 401(k) Plan, Form 5500 (2024)
Creator: UC LEX LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UC LEX LLC 401(k) Plan

401(k) retirement plan · UC LEX LLC's UC LEX LLC 401(k) Plan covered 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony Warren signed UC LEX LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

UC LEX LLC's EIN is 87-1352700.

EIN 87-1352700

Plan number 001

Plan year 2024

ACK ID 20251013082256NAL0000841745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UC LEX LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UC LEX LLC

EIN

all filings

Address

2122 BAHAMA RD · LEXINGTON, KY · 40509

Phone

(859) 806-1776

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

Planiform Conveyors

Daisy Leo Limited LLC

Daisy Leo Limited LLC 401(k) PS Plan and Trust

37 North Inc.

37 North Inc. 401(k) Plan

Fiduciary Wise LLC FBO ALLY NYC Corp.

ETF Advisor K MEP Fiduciary Wise LLC

American TEE Shirt, Ltd.

American TEE Shirt, Ltd. Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.