Original filing (PDF)20250415220549NAL0006907824044

UNITED FINANCIAL PLANNING GROUP LLC

Name: UNITED FINANCIAL PLANNING GROUP LLC — UNITED FINANCIAL PLANNING GROUP 401(K) PLAN, Form 5500 (2024)
Creator: UNITED FINANCIAL PLANNING GROUP LLC

Form 5500-SF

FILING_RECEIVED

UNITED FINANCIAL PLANNING GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

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.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED FINANCIAL PLANNING GROUP LLC

EIN

26-1490585all filings

Address

350 MOTOR PARKWAY · SUITE 300 · HAUPPAUGE, NY · 11788

Phone

(631) 234-0871

Industry

Finance & Insurancesee all

Plan administrator