Uvp Management, Llc 401(k) Plan: Login, Facts & Contact Information

Uvp Management, Llc 401(k) Plan Facts

Plan name
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UVP MANAGEMENT, LLC
Participants
1,891 (1,459 active employees)
Former employees with a balance
567
Plan assets
$92,524,560 at Dec 31, 2024
Average account balance
$49,452 across 1,871 accounts
Employer contributions
$1,130,028 in plan year 2024 (11% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2000
✓ 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 Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.3 million went into the plan in contributions, $1.13 million of it from the employer (11%).
  • $3.95 million was paid out to participants.
  • Investment and other income added $10.1 million.
  • Administrative expenses were $212,921, about $114 per account.

How the Uvp Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019376$20.8 million$257,007$1.00 million
2020439$55.2 million$363,376$3.48 million
2021783$62.9 million$111,714$5.64 million
20221,129$52.2 million$655,832$5.10 million
20231,406$76.3 million$786,918$2.30 million
20241,891$92.5 million$1.13 million$3.95 million

Uvp Management, Llc 401(k) Contact Information

Phone
952-888-5800
Mailing address
2651 NORTH HARWOOD STREET SUITE 120, DALLAS TX 75201
Plan sponsor
UVP MANAGEMENT, LLC
Employer identification number (EIN)
81-4935409
Plan number
001

Questions about the Uvp Management, Llc 401(k)

Does Uvp Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.13 million, 11% of all contributions.

Does the Uvp Management, Llc 401(k) have automatic enrollment?

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

How many people are in the Uvp Management, Llc 401(k) plan?

1,891 participants at the start of plan year 2024, 1,459 of them active employees, and 567 former employees who still had money in the plan.

What is the average 401(k) balance at Uvp Management, Llc?

About $49,452 per account: $92.5 million in plan assets across 1,871 accounts with a balance at the end of plan year 2024.

Who manages the Uvp Management, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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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