Assets by plan
Share of aggregate retirement assets
Filings through .
University Growth Fund Management LLC
EIN 47-2293037venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Health & Benefits
0
Participants
6
299 SOUTH MAIN STREET, SUITE 357 - SALT LAKE CITY, UT 84111801-410-5412ugrowthfund.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
UNIVERSITY GROWTH FUND MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.7M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
UNIVERSITY GROWTH FUND MANAGEMENT LLC RETIREMENT PLAN
401(k)
Assets$988K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UNIVERSITY GROWTH FUND MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.7M | 2 | 2025 |
| #001 | UNIVERSITY GROWTH FUND MANAGEMENT LLC RETIREMENT PLAN | 401(k) | $988K | 4 | 2025 |
- #002 · Traditional DB · 20252
- #001 · 401(k) · 20254
Retirement plans