What public Form 5500 filings show about the Unified Retirement Specialists 401(k) plan — and how to find and check your own account.
Unified Retirement Specialists (EIN 83-2163734) reports UNIFIED RETIREMENT SPECIALISTS 401(K) PLAN on its most recent Form 5500, with $363K in plan assets across 10 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 Retirement Specialists filing — schedules, fees, and providers.
Unified Retirement Specialists’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Unified Retirement SpecialistsHR for the recordkeeper’s name and login.
