How big is UATX's plan?

UATX's plan reported $1.3M in assets and 61 participants for 2024.

Original filing (PDF)20250901115851NAL0027454066001

UATX

Name: UATX — UATX 403(b) Retirement Plan, Form 5500 (2024)
Creator: UATX
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UATX 403(b) Retirement Plan

403(b) retirement plan · UATX's UATX 403(b) Retirement Plan held $1.3M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shehryar Shafiq signed UATX's 2024 Form 5500 as plan administrator.

Shehryar Shafiq — 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

UATX's EIN is 87-1925354.

EIN 87-1925354

Plan number 001

Plan year 2024

ACK ID 20250901115851NAL0027454066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UATX's plan includes 403(b) custodial accounts, 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 UATX.

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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

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.

Plan sponsor

Name

UATX

EIN

all filings

Address

522 CONGRESS AVENUE · STE 300 · AUSTIN, TX · 78701

Phone

(512) 348-7252

Industry

Educational Services

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

2025-09-01

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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