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UNIVERSAL HOLDING CORPORATION — UNIVERSAL HOLDING CORPORATION MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250219153857NAL0010667554001
UNIVERSAL HOLDING CORPORATION
Form 5500-SF
FILING_RECEIVED
UNIVERSAL HOLDING CORPORATION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSAL HOLDING CORPORATION
.
Find decision makers
Plan sponsor
Name
UNIVERSAL HOLDING CORPORATION
EIN
95-2666620
Address
79 DAILY DRIVE, SUITE 277 · CAMARILLO, CA · 930105807
Phone
(805) 484-3644
Industry
Management of Companies / Holdings
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-19
Pension benefit codes
2C · Money purchase (other than target benefit)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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