United Financial Services Group, Inc. 401(k) Plan
What public Form 5500 filings show about the United Financial Services Group, Inc. 401(k) plan — and how to find and check your own account.
The United Financial Services Group, Inc. 401(k) on its latest Form 5500
United Financial Services Group, Inc. (EIN 23-2698467) reports UNITED FINANCIAL SERVICES GROUP, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $1.4M in plan assets across 6 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 Financial Services Group, Inc. filing — schedules, fees, and providers.
Who runs the United Financial Services Group, Inc. 401(k)?
United Financial Services Group, Inc.’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 Financial Services Group, Inc.HR for the recordkeeper’s name and login.
How to check your United Financial Services Group, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask United Financial Services Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).