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.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Unified Financial Services, LLC 401(k) Plan | 001 | 2 | $1.7M |
| Unified Financial Services, LLC Defined Benefit Plan | 002 | 2 | $1.4M |
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?
