How big is UZBL LLC's plan?

UZBL LLC's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20251007164652NAL0008314784001

UZBL LLC

Name: UZBL LLC — UZBL LLC Cash Balance Pension Plan, Form 5500 (2024)
Creator: UZBL LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UZBL LLC Cash Balance Pension Plan

Defined-benefit pension plan · UZBL LLC's UZBL LLC Cash Balance Pension Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joseph Pearce signed UZBL LLC's 2024 Form 5500 as plan administrator.

Joseph Pearce — 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

UZBL LLC's EIN is 90-1043262.

EIN 90-1043262

Plan number 002

Plan year 2024

ACK ID 20251007164652NAL0008314784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UZBL LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

UZBL LLC

EIN

all filings

Address

3857 BIRCH ST. · SUITE 247 · NEWPORT BEACH, CA · 92660

Phone

(714) 814-1741

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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