Unitas Financial Services LLC (EIN 84-3473689) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.3M in plan assets and 70 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Unitas Financial Services LLC 401(k) Plan | 001 | 35 | $2.7M |
| Unitas Financial Services, LLC Cash Balance Plan | 002 | 35 | $1.7M |
84-3473689 is the Employer Identification Number (EIN) Unitas Financial Services 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
