OpenERISA

Universal Strategic Advisors LLC

Irvine, CA, 92614

EIN 84-4880130
Plans
2
Total participants
34
Filing years
2024, 2023, 2022, 2021
NAICS
541600

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Universal Strategic Advisors 401(K) Profit Sharing Plan11
2024Form 5500-SF002Universal Strategic Advisors Defined Benefit Plan5
2023Form 5500-SF001Universal Strategic Advisors 401(K) Proit Sharing Plan7
2022Form 5500-SF001Universal Strategic Advisors 401(K) Proit Sharing Plan6
2021Form 5500-SF001Universal Strategic Advisors 401(K) Proit Sharing Plan5

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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