What public Form 5500 filings show about the United Data Technologies, Inc. 401(k) plan — and how to find and check your own account.
United Data Technologies, Inc. (EIN 65-0566138) reports UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN on its most recent Form 5500, with $24.4M in plan assets across 470 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 Data 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Data Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, UNITED CAPITAL FINANCIAL ADVISERS, OSAIC WEALTH.
