UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE UNIVERSITY OF ARKANSAS FOUNDATION, INC.
Employer identification number (EIN):	716056774
NAIC Classification:	611000

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2013-07-01
001	2012-07-01	GEORGE JONAS	2014-04-13
001	2011-07-01	GEORGE JONAS	2013-04-13
001	2010-07-01	GEORGE JONAS	2012-04-16

Plan Statistics for UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2025: UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-05	14
Total number of particpants at end of year	2025-04-05	13
Number of Participants With Account Balances	2025-04-05	13
2023: UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total number of particpants at beginning of year	2023-04-08	14
Total number of particpants at end of year	2023-04-08	14
Number of Participants With Account Balances	2023-04-08	14

Financial Data on UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

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• UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 636065809]
• UNIVERSITY OF SOUTHERN MISSISSIPPI FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 640410353]
• UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN [EIN = 521125663]
• UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST [EIN = 526002033]
• UNIVERSITY OF HAWAII PROFESSIONAL ASSEMBLY 401K RETIREMENT SAVINGS PLAN [EIN = 990156407]
• UNIVERSITY OF THE WEST 403(B) TDA PLAN [EIN = 931022351]
• UNIVERSITY OF MICHIGAN HOUSE O 401 K PROFIT SHARING PLAN TRUST [EIN = 382038109]
• UNIVERSITY OF MAINE FOUNDATION RETIREMENT PLAN [EIN = 016011501]
• UNIVERSITY OF NORTHERN COLORADO FOUNDATION, INC. PENSION PLAN [EIN = 846044833]
• UNIVERSITY OF MARYLAND DIAGNOSTIC IMAGING SPECIALISTS, P.A. PROFIT SHARING PLAN AND TRUST [EIN = 521136675]
• UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN [EIN = 237036780]
• UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION 401(K) PLAN [EIN = 510159775]
• UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION DEFINED CONTRIBUTION PLAN [EIN = 237173411]
• UNIVERSITY OF MANAGEMENT AND TECHNOLOGY DBPP & T [EIN = 541881450]
• UNIVERSITY OF COLOGNE NEW YORK 401 K PLAN [EIN = 465609879]
• UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN [EIN = 541682176]
• UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN [EIN = 201226494]
• UNIVERSITY OF TENNESSEE FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 621844686]
• UNIVERSITY OF THE STATE OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 141599643]
• UNIVERSITY OF IOWA FOUNDATION TIAA CREF TAX DEFERRED ANNUITY PLAN [EIN = 420796760]
• UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 636065809]
• UNIVERSITY OF RHODE ISLAND FOUNDATION DC RETIREMENT PLAN [EIN = 056014351]
• UNIVERSITY OF SAINT MARY 403(B) TDA PLAN [EIN = 480547846]
• UNIVERSITY OF THE SOUTHWEST 403(B) DC PLAN [EIN = 850164940]
• UNIVERSITY OF WASHINGTON CLUB 401(K) PLAN [EIN = 916070435]
• UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION401(K) PLAN AND TRUST [EIN = 341044734]
• UNIVERSITY OF NORTHERN VIRGINIA, INC. EMPLOYEES SAVINGS PLAN [EIN = 541926119]
• UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 540169627]
• UNIVERSITY OF NEW ORLEANS FOUNDATION 401(K) [EIN = 721051326]
• UNIVERSITY OF TEXAS LAW SCHOOL 401 K PROFIT SHARING PLAN TRUST [EIN = 746056794]
• UNIVERSITY OF AKRON RESEARCH FOUNDATION 401(K) PLAN [EIN = 341972453]
• UNIVERSITY OF ARKANSAS AT FORT SMITH BENEFIT PLAN [EIN = 710394794]
• UNIVERSITY OF CONNECTICUT COOPERATIVE CORPORATION RETIREMENT PLAN [EIN = 066184873]
• UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN [EIN = 237078461]
• UNIVERSITY OF TENNESSEE CANCER INSTITUTE PROFIT SHARING PLAN [EIN = 621715646]
• UNIVERSITY OF MARYLAND ONCOLOGY ASSOCIATES, PA. MONEY PURCHASE PENSION PLAN [EIN = 521949649]
• UNIVERSITY OF NORTHERN VIRGINIA, INC. EMPLOYEES SAVINGS PLAN [EIN = 521926119]
• UNIVERSITY OF COLORADO REAL ESTATE FOUNDATION 401(K) PLAN [EIN = 743066182]
• UNIVERSITY OF DUBUQUE TAX-DEFERRED ANNUITY (TDA) PLAN [EIN = 420680323]
• UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 860464544]
• UNIVERSITY OF NEW HAMPSHIRE FLEXIBLE BENEFITS PLAN [EIN = 020332032]
• UNIVERSITY OF HAWAII FOUNDATION 403(B) DC PLAN [EIN = 990085260]
• UNIVERSITY OF SOUTHERN NEVADA DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 880435559]
• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 046103152]
• UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 941156628]
• UNIVERSITY OF DUBUQUE FLEXIBLE SPENDING PLAN [EIN = 420680323]
• UNIVERSITY OF INDIANAPOLIS EMPLOYEE BENEFIT PLAN [EIN = 350868107]
• UNIVERSITY OF CINCINNATI FOUNDATION FLEXIBLE REIMBURSEMENT PLAN [EIN = 310896555]
• UNIVERSITY OF ST. THOMAS LONG TERM DISABILITY PLAN [EIN = 410693970]
• UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, INC. 401(K) PLAN [EIN = 421454252]
• UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 350868074]
• UNIVERSITY OF NEBRASKA FOUNDATION TIAA-CREF RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) SAVINGS PLAN & TRUST [EIN = 593166042]
• UNIVERSITY OF NEW HAVEN DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 060761704]
• UNIVERSITY OF COLORADO FOUNDATION HEALTH AND WELFARE PLAN [EIN = 846049811]
• UNIVERSITY OF CINCINNATI SURGEONS, INC. PROFIT SHARING PLAN [EIN = 311008027]
• UNIVERSITY OF THE SCIENCES IN PHILADELPHIA TAX DEFERRED RETIREMENT ANNUITY [EIN = 231352668]
• UNIVERSITY OF REDLANDS RETIREMENT PLAN [EIN = 951643389]
• UNIVERSITY OF GREAT FALLS LIFE INSURANCE [EIN = 810231777]
• UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN [EIN = 390743975]
• UNIVERSITY OF MARY HEALTH AND WELFARE BENEFIT PLAN [EIN = 450273403]
• UNIVERSITY OF NOTRE DAME DU LAC BENEFIT PLAN FOR RETIREES [EIN = 350868188]
• UNIVERSITY OF MIAMI OPTIONAL EXCESS LIFE INSURANCE [EIN = 590624458]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION WELFARE PLAN [EIN = 420804594]
• UNIVERSITY OF VIRGINIA PHYSICIANS GROUP EMPLOYEE BENEFITS PLAN [EIN = 541124769]
• UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION EMPLOYEE BENEFITS PLAN [EIN = 546046419]
• UNIVERSITY OF BRIDGEPORT SECTION 125 FLEXIBLE SPENDING PLAN [EIN = 060646936]
• UNIVERSITY OF PENNSYLVANIA BASIC PLAN [EIN = 231352685]
• UNIVERSITY OF SOUTHERN CALIFORNIA SUPPORT STAFF RETIREMENT PLAN [EIN = 951642394]
• UNIVERSITY OF MINNESOTA PHYSICIANS HEATH PLAN [EIN = 411843943]
• UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM GROUP DENTAL PLAN [EIN = 562206970]
• UNIVERSITY OF SOUTHERN MAINE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 043350930]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN [EIN = 521362793]
• UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN [EIN = 381464920]
• UNIVERSITY OF ILLINOIS COMMUNITY CREDIT UNION BENEFIT PLAN [EIN = 370560167]
• UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS, INC [EIN = 591867557]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN [EIN = 521362793]
• UNIVERSITY OF COLORADO HEALTH AND WELFARE TRUST [EIN = 846000555]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF PA INTERNATIONAL EQUITY POOL [EIN = 043574136]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF PA TOTAL HIGH YIELD ASSETS POOL [EIN = 043574136]
• UNIVERSITY OF DAYTON SHORT TERM DISABILITY PLAN [EIN = 310536715]
• UNIVERSITY OF DAYTON SUPPLEMENTAL LIFE INSURANCE PLAN [EIN = 310536715]
• UNIVERSITY OF NEBRASKA ALUMNI ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 470378980]
• UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN [EIN = 420796760]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM DISABILITY PLAN [EIN = 350806818]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM CARE PLAN [EIN = 350868188]
• UNIVERSITY OF KANSAS SCHOOL OF MEDICINE - WICHITA MEDICAL PRACTICE ASSOCIATION GROUP LIFE PLAN [EIN = 480805658]
• UNIVERSITY OF KANSAS HOSPITAL AUTHORITY HEALTH PLAN [EIN = 481202402]
• UNIVERSITY OF ADVANCING TECHNOLOGY GROUP BENEFIT PLAN [EIN = 860464544]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM CARE PLAN [EIN = 350806818]
• UNIVERSITY OF NOTRE DAME DU LAC GROUP LIFE INSURANCE PLAN [EIN = 350868188]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM DISABILITY PLAN [EIN = 350868188]
• UNIVERSITY OF NEBRASKA FOUNDATION EMPLOYEE ASSISTANCE PLAN [EIN = 470379839]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP VISION INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP HEALTH AND DENTAL INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF PA FDIC CASH POOL [EIN = 043574136]
• UNIVERSITY OF THE OZARKS LIFE AND LONG-TERM DISABILITY INSURANCE [EIN = 710236867]
• UNIVERSITY OF NEBRASKA FOUNDATON ACCIDENTAL DEATH & DISMEMBERMENT PLAN [EIN = 470379839]
• UNIVERSITY OF GREAT FALLS LONG TERM DISABILITY PLA [EIN = 810231777]
• UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION FLEXIBLE BENEFIT PLAN [EIN = 540674170]
• UNIVERSITY OF NEBRASKA FOUNDATION LONG-TERM DISABILITY PLAN [EIN = 470379839]
• UNIVERSITY OF ST. THOMAS LIFE INSURANCE PLAN [EIN = 410693970]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP TERM LIFE & SUPPLEMENTAL INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF ST. THOMAS ACCIDENTAL DEATH AND DISMEMBERMENT PLAN [EIN = 410693970]
• UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN [EIN = 390743975]
• UNIVERSITY OF NOTRE DAME SUPPLEMENTAL RETIREMENT ACCOUNT PLAN [EIN = 350868188]
• UNIVERSITY OF HAWAII FOUNDATION 403(B) TDA PLAN [EIN = 990085260]
• UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION INC MONEY PURCHASE PLAN AND TRUST [EIN = 540674170]
• UNIVERSITY OF LA VERNE FLEXIBLE BENEFITS PLAN [EIN = 951644026]
• UNIVERSITY OF EVANSVILLE TAX DEFERRED ANNUITY PLAN [EIN = 350868074]
• UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN [EIN = 736091755]
• UNIVERSITY OF PUGET SOUND VOLUNTARY RETIREMENT SAVINGS PLAN [EIN = 910564961]
• UNIVERSITY OF FLORIDA FOUNDATION CAFETERIA PLAN [EIN = 590974739]
• UNIVERSITY OF FORT LAUDERDALE [EIN = 650683159]
• UNIVERSITY OF RHODE ISLAND FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 056014351]
• UNIVERSITY OF HARTFORD TAX DEFERRED ANNUITY PLAN [EIN = 060731360]
• UNIVERSITY OF NEBRASKA FOUNDATION FIDELITY RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF MARY MEDICAL REIMBURSEMENT PLAN [EIN = 450273403]
• UNIVERSITY OF CINCINNATI MEDICAL ASSOCIATES PENSION PLAN [EIN = 311408196]
• UNIVERSITY OF PA FDIC CASH POOL [EIN = 043574136]
• UNIVERSITY OF PORTLAND SUPPLEMENTAL RETIREMENT PLAN [EIN = 930401259]
• UNIVERSITY OF NEBRASKA FOUNDATION FIDELITY RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF VIRGINIA HEALTH SERVICES FOUNDATION BEST PLAN [EIN = 541124769]
• UNIVERSITY OF LA VERNE LONG TERM DISABILITY PLAN [EIN = 951644026]
• UNIVERSITY OF MOBILE CAFETERIA PLAN [EIN = 630417508]
• UNIVERSITY OF MOUNT OLIVE WELFARE BENEFITS PLAN [EIN = 560623936]
• UNIVERSITY OF NORTH AMERICA IN 401 K PROFIT SHARING PLAN TRUST [EIN = 900413249]
• UNIVERSITY OF BELMONT AVENUE, INC. RETIREMENT PLAN [EIN = 471456226]
• UNIVERSITY OF BELMONT AVENUE, INC. CASH BALANCE PLAN [EIN = 471456226]
• UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE, INC. 403(B) PLAN [EIN = 481108830]
• UNIVERSITY OF MOUNT UNION HEALTH & WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 340714687]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM HEALTH PLANS INC. 401(K) PLAN [EIN = 452815722]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P. C. VISION SERVICE PLAN [EIN = 630649108]
• UNIVERSITY OF MIAMI LIFE AND DISABILITY PLAN [EIN = 590624458]
• UNIVERSITY OF MIAMI HEALTH AND WELFARE PLAN [EIN = 590624458]
• UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR [EIN = 521289729]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN [EIN = 593166042]
• UNIVERSITY OF WISCONSIN OSHKOS 401(K) PROFIT SHARING PLAN & TRUST [EIN = 396076856]
• UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN [EIN = 231352685]
• UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN [EIN = 521263286]
• UNIVERSITY OF TAMPA WELFARE BENEFIT PLAN [EIN = 590624445]
• UNIVERSITY OF ARIZONA APPLIED RESEARCH CORPORATION 401(K) PLAN [EIN = 832495253]
• UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN [EIN = 570642395]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES LONG TERM DISABILITY PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES SHORT TERM DISABILITY [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES FSA PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES MEDICAL AND DENTAL PPO PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES TELEMEDICINE PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES VISION PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES EAP PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES LIFE PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES AD&D PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES GROUPED BENEFITS PLAN [EIN = 593166042]
• UNIVERSITY OF BEER LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 454815765]
• UNIVERSITY OF ROCHESTER RETIREE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 160743209]
• UNIVERSITY OF HEALTH AND PERFO 401(K) PROFIT SHARING PLAN & TRUST [EIN = 862196432]
• UNIVERSITY OF WYOMING FOUNDATION 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 830201971]
• UNIVERSITY OF HOUSTON COLLEGE OF BUSINESS FOUNDATION 403(B) RETIREMENT PLAN [EIN = 237281200]
• UNIVERSITY OF EVANSVILLE VISION INSURANCE PLAN [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE GROUP HEALTH PLAN [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE FLEXIBLE SPENDING ACCOUNT [EIN = 350868074]
• UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN [EIN = 866050388]
• UNIVERSITY OF THE ARCTIC FOUNDATION US 401K PLAN [EIN = 842093790]
• UNIVERSITY OF SILICON ANDHRA [EIN = 463187118]
• UNIVERSITY OF MAINE FOUNDATION RETIREMENT PLAN [EIN = 015011601]
• UNIVERSITY OF SAINT MARY 401(K) RETIREMENT SAVINGS PLAN [EIN = 480547846]
• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 016013152]
• UNIVERSITY OF SIOUX FALLS EMPLOYEE BENEFITS PLAN [EIN = 460224600]

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