UNIFIED WEALTH MANAGEMENT, LLC
EIN 35-2242918WESTPORT, CT
UNIFIED WEALTH MANAGEMENT, LLC (EIN 35-2242918) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.1M in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
4
Total assets
$3.1M
A UNIFIED WEALTH MANAGEMENT, LLC employee? See the UNIFIED WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 35-2242918
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| UNIFIED FINANCIAL SERVICES, LLC 401K PLAN | 001 | 2 | $1.7M |
| UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN | 002 | 2 | $1.4M |
About this EIN
35-2242918 is the Employer Identification Number (EIN) UNIFIED WEALTH MANAGEMENT, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?