Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSAL MEDICAL & COMPLIANCE
EIN 38-3748835InformationLatest filing 2024
Plans
2
Retirement
2
$384K assets
Welfare
0
Participants
4
PO BOX 1405 - TUCKER, GA 30040770-871-9166
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $384K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSAL MEDICAL & COMPLIANCE CASH BALANCE PENSION PLAN
CashBalance
Assets$357K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIVERSAL MEDICAL & COMPLIANCE RETIREMENT PLAN
ProfitSharing
Assets$26K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSAL MEDICAL & COMPLIANCE CASH BALANCE PENSION PLAN | CashBalance | $357K | 2 | 2024 | |
| 001 | UNIVERSAL MEDICAL & COMPLIANCE RETIREMENT PLAN | ProfitSharing | $26K | 2 | 2024 |
Retirement plans