What public Form 5500 filings show about the United 401(k) Plans, Inc. DBA 401(k) plan — and how to find and check your own account.
United 401(k) Plans, Inc. DBA (EIN 20-5321813) reports PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN on its most recent Form 5500, with $144.1M in plan assets across 8,723 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 United 401(k) Plans, Inc. DBA filing — schedules, fees, and providers.
United 401(k) Plans, Inc. DBA’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 United 401(k) Plans, Inc. DBAHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED 401K PLANS, GLOBAL RRETIREMENT PARTNER, UNITED 401 K, GLOBAL RETIREMENT PARTNERS.
