How big is Ucertify LLC's plan?

Ucertify LLC's plan reported $3.3M in assets and 6 participants for 2024.

Original filing (PDF)20251014185906NAL0001761267001

Ucertify LLC

Name: Ucertify LLC — Ucertify LLC Retirement Trust, Form 5500 (2024)
Creator: Ucertify LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ucertify LLC Retirement Trust

401(k) retirement plan · Ucertify LLC's Ucertify LLC Retirement Trust held $3.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Namrata Gupta signed Ucertify LLC's 2024 Form 5500 as plan administrator.

Namrata Gupta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ucertify LLC's EIN is 01-0773207.

EIN 01-0773207

Plan number 001

Plan year 2024

ACK ID 20251014185906NAL0001761267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ucertify LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ucertify LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UCERTIFY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

UCERTIFY LLC

EIN

all filings

Address

4000 PIMLICO DRIVE, SUITE 114-294 · PLEASANTON, CA · 94588

Phone

(510) 468-3171

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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