Original filing (PDF)20251015150259NAL0009919522001

UNITED FAMILY SERVICES

Name: UNITED FAMILY SERVICES — UNITED FAMILY SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: UNITED FAMILY SERVICES

Form 5500-SF

FILING_RECEIVED

UNITED FAMILY SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

152

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan health score

/ 100

Grade C

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED FAMILY SERVICES.

Plan sponsor

Name

UNITED FAMILY SERVICES

EIN

26-1083089

Address

1 LUPTON AVENUE · WOODBURY, NJ · 08096

Phone

(856) 537-5081

Industry

Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

INDIANA BE WELL INC

ELLIE MENTAL HEALTH

$31K · 14 participants

THERAPEUTIC COUNSELING SOUTH CAR

THERAPEUTIC COUNSELING SOUTH CAROLINA INC 401K PLAN

$31K · 3 participants

CONNIE L BECKHAM PLLC

THE WELL COUNSELING KATY 401(K) PLAN

$31K · 4 participants

NORTH SPRINGS COUNSELING LLC

NORTH SPRINGS COUNSELING LLC 401(K) PLAN

$31K · 15 participants

FAMILY MENTAL HEALTH OF VIRGINIA

FAMILY MENTAL HEALTH OF VIRGINIA 401(K) PLAN