Original filing (PDF)20250619103838NAL0007803538001

UNITED 401(K) PLANS, INC.

Name: UNITED 401(K) PLANS, INC. — FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN, Form 5500 (2024)
Creator: UNITED 401(K) PLANS, INC.

Form 5500

FILING_RECEIVED

FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

157

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

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 401(K) PLANS, INC..

Plan sponsor

Name

UNITED 401(K) PLANS, INC.

DBA

ELEVATE401(K)

EIN

20-5321813all filings

Address

PO BOX 71570 · SALT LAKE CITY, UT · 84171

Phone

(801) 746-0595

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2W · Pooled employer plan (PEP)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RRETIREMENT PARTNER, LLC	47-1411118	—	ADVISOR	$3K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED 401K PLANS, INC.	20-5321813	—	CONTRACT ADMINISTRATOR	$9K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.