The University Financing Foundation, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The University Financing Foundation, INC.
  • Sponsor EIN: 581505902
  • Sponsor Address: 75 5TH ST NW STE 1025, ATLANTA, GA, 303081022
  • Plan Type: DB
  • Total Participants: 11
  • Total Assets: $7.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$7.5M$0$0
202312$6.7M$450,000$0
202213$5.4M$500,000$0

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