Original filing (PDF)20250808103401NAL0010160978001

UNITED TAX AND FINANCIAL SERVICES, LLC

Name: UNITED TAX AND FINANCIAL SERVICES, LLC — UNITED TAX AND FINANCIAL SERVICES LLC 401(K) PLAN, Form 5500 (2024)
Creator: UNITED TAX AND FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

UNITED TAX AND FINANCIAL SERVICES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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.

Decision-maker contacts

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

Plan sponsor

Name

UNITED TAX AND FINANCIAL SERVICES, LLC

EIN

20-1522986all filings

Address

603 VILLAGE BLVD., SUITE 302 · WEST PALM BEACH, FL · 33409

Phone

(561) 242-0568

Industry

Professional & Technical Servicessee all

Plan administrator