What public Form 5500 filings show about the Unified Business Technologies Inc. 401(k) plan — and how to find and check your own account.
Unified Business Technologies Inc. (EIN 38-3399677) reports UNIFIED BUSINESS TECHNOLOGIES INC. 401K PLAN on its most recent Form 5500, with $8.1M in plan assets across 236 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Unified Business Technologies Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Unified Business Technologies Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): S B H U LIFE AGENCY, LPL FINANCIAL, MANDMARBLESTONE GROUP.
