Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The University Financing Foundation, Inc.
EIN 58-1505902higher educationLatest filing 2025
Plans
3
Retirement
3
$15.5M assets
Health & Benefits
0
Participants
44
75 5TH ST NW STE 1025 - ATLANTA, GA 303081022404-214-9440tuff.orgLinkedIn11-50 employeeshigher education
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15.5M assets / 44 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
THE UNIVERSITY FINANCING FOUNDATION, INC. CASH BALANCE PLAN
Cash balance
Assets$8.6M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
UNIVERSITY FINANCING FOUNDATION INC. 401(K)
401(k)
Assets$4.7M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE UNIVERSITY FINANCING FOUNDATION INC. DEFINED CONTRIBUTION PLAN
Profit-sharing
Assets$2.1M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE UNIVERSITY FINANCING FOUNDATION, INC. CASH BALANCE PLAN | Cash balance | $8.6M | 14 | 2025 |
| #005 | UNIVERSITY FINANCING FOUNDATION INC. 401(K) | 401(k) | $4.7M | 16 | 2025 |
| #004 | THE UNIVERSITY FINANCING FOUNDATION INC. DEFINED CONTRIBUTION PLAN | Profit-sharing | $2.1M | 14 | 2025 |
- #002 · Cash balance · 202514
- #005 · 401(k) · 202516
- #004 · Profit-sharing · 202514
Retirement plans