Universal Warehouse Co. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Universal Warehouse Co.
  • Sponsor EIN: 330209221
  • Sponsor Address: PO BOX 7547, LONG BEACH, CA, 908070547
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $6.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$6.2M$64,675$135,667
202329$6.4M$70,543$174,420
202231$8.9M$86,409$190,846

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