Back to filter
Original filing (PDF)20250529095735NAL0004757283001
UNION DESIGN, LLC
Form 5500-SF
FILING_RECEIVED
UNION DESIGN, LLC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION DESIGN, LLC.
Plan sponsor
Name
UNION DESIGN, LLC
EIN
20-8642409
Address
54 W 21ST STREET SUITE 1209 · NEW YORK, NY · 10010
Phone
(212) 647-8500
Industry
Professional & Technical Servicessee all
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
2025-05-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Professional & Technical Services plans
ARTEMIS ARC, LLC
ARTEMIS ARC, LLC 401(K) PLAN
$1.8M · 73 participants
CYBERPAY, INC.
CYBERPAY, INC. 401(K) P/S PLAN
$1.8M
PQE US INCORPORATED
PQE US INCORPORATED 401(K) P/S PLAN
$1.8M · 40 participants
FORENSIC IT, INC.
FORENSIC IT, INC RETIREMENT TRUST
$1.8M · 14 participants
SABRE ENGINEERING, INC.
SABRE ENGINEERING, INC. 401(K) PROFIT SHARING
$1.8M · 12 participants
VERSIVO, INC.
VERSIVO 401(K) PLAN
$1.8M · 10 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B