How big is United Home Experts' plan?

United Home Experts' plan reported $2.0M in assets and 37 participants for 2024.

Original filing (PDF)20251008123713NAL0003003795001

United Home Experts

Name: United Home Experts — United Home Experts 401(k), Form 5500 (2024)
Creator: United Home Experts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Home Experts 401(k) Plan

401(k) retirement plan · United Home Experts' United Home Experts 401(k) Plan held $2.0M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Courtney Beard signed United Home Experts' 2024 Form 5500 as plan administrator.

Courtney Beard — 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

United Home Experts' EIN is 04-3541521.

EIN 04-3541521

Plan number 001

Plan year 2024

ACK ID 20251008123713NAL0003003795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Home Experts' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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