Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY GROWTH FUND MANAGEMENT LLC
EIN 47-2293037venture capital & private equityLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
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 / $3.2M assets / 6 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
UNIVERSITY GROWTH FUND MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNIVERSITY GROWTH FUND MANAGEMENT LLC RETIREMENT PLAN
401k
Assets$828K
Participants4
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 | UNIVERSITY GROWTH FUND MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 2 | 2024 | |
| 001 | UNIVERSITY GROWTH FUND MANAGEMENT LLC RETIREMENT PLAN | 401k | $828K | 4 | 2024 |
Retirement plans