How big is Union Resource Marketing's plan?

Union Resource Marketing's plan reported $840K in assets and 5 participants for 2024.

Original filing (PDF)20250827114336NAL0009522849001

Union Resource Marketing

Name: Union Resource Marketing — Union Resource Marketing, Form 5500 (2024)
Creator: Union Resource Marketing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union Resource Marketing 401(k) Plan

401(k) retirement plan · Union Resource Marketing's Union Resource Marketing 401(k) Plan held $840K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

People on this filing

Mindi Jerwick signed Union Resource Marketing's 2024 Form 5500 as plan administrator.

Mindi Jerwick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Union Resource Marketing's EIN is 26-1566641.

EIN 26-1566641

Plan number 001

Plan year 2024

ACK ID 20250827114336NAL0009522849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Union Resource Marketing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Union Resource Marketing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNION RESOURCE MARKETING.

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

UNION RESOURCE MARKETING

EIN

all filings

Address

11864 W. 91ST STREET · OVERLAND PARK, KS · 66214

Phone

(913) 663-5205

Industry

Wholesale Trade

Plan administrator