Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSAL STRATEGIC ADVISORS LLC
EIN 84-4880130management consultingLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
16
2 EXECUTIVE CIRCLE SUITE 205 - IRVINE, CA 92614949-216-8701ustrata.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 16 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 STRATEGIC ADVISORS DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UNIVERSAL STRATEGIC ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$732K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSAL STRATEGIC ADVISORS DEFINED BENEFIT PLAN | TraditionalDB | $1.9M | 5 | 2024 | |
| 001 | UNIVERSAL STRATEGIC ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $732K | 11 | 2024 |
Retirement plans