University Management, Inc. 401(k) Plan: Login, Facts & Contact Information

University Management, Inc. 401(k) Plan Facts

Plan name
UNIVERSITY MANAGEMENT, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UNIVERSITY MANAGEMENT, INC.
Participants
829 (550 active employees)
Former employees with a balance
128
Plan assets
$5,136,925 at Dec 31, 2024
Average account balance
$15,709 across 327 accounts
Employer contributions
$93,471 in plan year 2024 (20% of all contributions)
Recordkeeper
Empower Annutiy Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 27, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $468,250 went into the plan in contributions, $93,471 of it from the employer (20%).
  • $383,214 was paid out to participants.
  • Investment and other income added $697,534.
  • Administrative expenses were $4,680, about $14 per account.

How the University Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019455$3.08 million$71,700$155,187
2020466$3.94 million$79,903$156,929
2021452$4.92 million$84,615$93,957
2022804$4.03 million$84,485$272,573
2023883$4.36 million$92,474$800,461
2024829$5.14 million$93,471$383,214

University Management, Inc. 401(k) Contact Information

Phone
662-327-6982
Mailing address
104 1/2 3RD STREET SOUTH, COLUMBUS MS 397015628
Plan sponsor
UNIVERSITY MANAGEMENT, INC.
Employer identification number (EIN)
64-0657688
Plan number
001

Questions about the University Management, Inc. 401(k)

Does University Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $93,471, 20% of all contributions.

Does the University Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the University Management, Inc 401(k) plan?

829 participants at the start of plan year 2024, 550 of them active employees, and 128 former employees who still had money in the plan.

What is the average 401(k) balance at University Management, Inc?

About $15,709 per account: $5.14 million in plan assets across 327 accounts with a balance at the end of plan year 2024.

Who manages the University Management, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUTIY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at University Management, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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