How big is Unify Inc.'s plan?

Unify Inc.'s plan reported $212.4M in assets and 62 participants for 2024.

Original filing (PDF)20251015155732NAL0002591315001

Unify Inc.

Name: Unify Inc. — Unify Inc. Pension Plan, Form 5500 (2024)
Creator: Unify Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unify Inc. Pension Plan

Defined-benefit pension plan · Unify Inc.'s Unify Inc. Pension Plan held $212.4M in plan assets for 62 participants in 2024.

Signals · 1

12% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$212.4M

Net assets (EOY)

$212.3M

Plan identifiers

Unify Inc.'s EIN is 26-2722137.

EIN 26-2722137

Plan number 001

Plan year 2024

ACK ID 20251015155732NAL0002591315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unify Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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How this plan invests

This plan

192 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

UNIFY INC.

EIN

all filings

Address

ATTENTION HUMAN RESOURCES · 2160 W. BROADWAY RD, STE 103 · MESA, AZ · 85202

Phone

(469) 610-3985

Industry

Information / Tech / Media

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

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

HARDING, SHYMANSKI & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMUNDI PIONEER	—	BOSTON, MA	INVESTMENT MANAGEMENT	$208K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	TRUSTEE	$133K	—

Accountant / Auditor

Investments

192 direct securities· $200.2M(94% of reported assets)

Bonds / Notes

$122.0M

148 holdings

U.S. Treasuries

$31.3M

16 holdings

Common Stocks

$24.8M

19 holdings

Other securities

$11.6M

3 holdings

Common Collective Trusts

$5.7M

1 holding

Mutual Funds

$4.5M

4 holdings

Corporate Bonds

$253K

1 holding

					% of plan
U.S. Treasury Strip U.S. Treasury Strip Zero% Nov 15, 2025	Other securities	—	$6.1M	$7.1M	3.3%
Exchange-traded funds IShares Core S&P 500 ETF IShares Core S& P 500 ETF	Common Collective Trusts	—	$1.9M	$5.7M	2.7%
U.S Treasury Inflation U.S. TRSY Inflation NTE 1.375% Jul 15 2033	U.S. Treasuries	—	$4.6M	$4.9M	2.3%
U.S. Government and agency bonds Resolution Funding Corp Resolution Funding Corp Coupon Strips Zero% Apr 15, 2029	Common Stocks	—	$2.4M	$4.3M	2.0%
Blackrock Inc Blackrock Inc GLB 01.900% Jan 28, 2031	Bonds / Notes	—	$4.9M	$4.0M	1.9%
Johnsonville Aero Johnsonville Aero Combst 05.078% Oct 01, 2054	Bonds / Notes	—	$4.0M	$3.9M	1.8%
Visa Inc Visa Inc GLB 01.900% Apr 15, 2027	Bonds / Notes	—	$4.2M	$3.8M	1.8%
Caterpillar Inc Caterpillar Inc GLB 02.600% Sep 19, 2029	Bonds / Notes	—	$4.2M	$3.6M	1.7%
Costco Wholesale Corp Costco Wholesale Corp 01.750% Apr 20, 2032	Bonds / Notes	—	$4.5M	$3.5M	1.7%
U.S. Treasury Note U.S. Treasury Note 0.500% Jun 30, 2027	U.S. Treasuries	—	$3.7M	$3.4M	1.6%
U.S. Treasury Bond U.S. Treasury Bond 1.125% May 15, 2040	U.S. Treasuries	—	$2.9M	$3.0M	1.4%
Nestle Holdings Inc Nestle Holdings Inc Company Guarnt 144A 02.500% Sep 14, 2041	Bonds / Notes	—	$4.3M	$2.9M	1.4%
Inter American Dev Bank Inter American Dev Bank Sr Unsecured 04.375% Jan 24, 2044	Bonds / Notes	—	$4.2M	$2.8M	1.3%
JPMorgan Chase & Co JPMorgan Chase & Co GLB Var% Feb 01, 2028	Common Stocks	—	$2.8M	$2.7M	1.3%
Energy Transfer Partners Energy Transfer Partners 04.050% Mar 15, 2025	Bonds / Notes	—	$2.8M	$2.6M	1.2%
U.S. Treasury Bond U.S. Treasury Bond 4.000% Nov 15, 2052	U.S. Treasuries	—	$3.2M	$2.6M	1.2%
Rabobank Nederland Rabobank Nederland Cgtd Ser Bknt GLB 05.250% May 24, 2041	Bonds / Notes	—	$3.5M	$2.5M	1.2%
Procter & Gamble Co/The Procter & Gamble Co/ The GLB 03.550% Mar 25, 2040	Bonds / Notes	—	$3.5M	$2.5M	1.2%
Pacific Life GF II Pacific Life GF II Secured 144A 02.450% Jan 11, 2032	Bonds / Notes	—	$3.0M	$2.5M	1.2%
American Honda Finance American Honda Finance Ser Mtn 01.800% Jan 13, 2031	Bonds / Notes	—	$2.8M	$2.4M	1.1%
U.S. Treasury Note U.S. Treasury Note 0.625% May 15, 2030	U.S. Treasuries	—	$2.9M	$2.4M	1.1%
Cooperatieve Rabobank UA Cooperatieve Rabobank UA 144A Var% Aug 22, 2028	Other securities	—	$2.4M	$2.4M	1.1%
Teachers Insur & Annuity Teachers Insur & Annuity Subordinated 144A 04.900% Sep 15, 2044	Bonds / Notes	—	$3.4M	$2.2M	1.1%
Morgan Stanley Morgan Stanley GLB Var% Jan 21, 2033	Other securities	—	$2.6M	$2.2M	1.0%
Microsoft Corp Microsoft Corp GLB 03.450% Aug 08, 2036	Bonds / Notes	—	$2.9M	$2.2M	1.0%
Citigroup Inc Citigroup Inc GLB Var% Jan 29, 2031	Common Stocks	—	$2.5M	$2.2M	1.0%
U.S. Treasury Bond U.S. Treasury Bond 1.875% Feb 15, 2041	U.S. Treasuries	—	$2.9M	$2.0M	0.9%
Mizuho Fin Grp Cayman 3 Mitsubishi UFJ Fin Grp GLB Var% Apr 17, 2035	Common Stocks	—	$2.0M	$2.0M	0.9%
U.S. Treasury Note U.S. Treasury Note 0.250% Jun 30, 2025	U.S. Treasuries	—	$2.0M	$2.0M	0.9%
State Street Corp State Street Corp GLB VAR%Jan 26 2034	Common Stocks	—	$2.0M	$1.9M	0.9%
U.S. Treasury Bond U.S. Treasury Bond 3.625% Feb 15, 2053	U.S. Treasuries	—	$2.2M	$1.8M	0.9%
Apple Inc Apple Inc GLB 04.500% Feb 23, 2036	Bonds / Notes	—	$2.3M	$1.8M	0.8%
Mars Inc Mars Inc Company Guarnt 144A 03.600% Apr 01, 2034	Bonds / Notes	—	$2.5M	$1.8M	0.8%
U.S. Treasury Bond U.S. Treasury Bond 2.000% Nov 15, 2041	U.S. Treasuries	—	$2.6M	$1.7M	0.8%
U.S. Treasury Bond U.S. Treasury Bond 2.875% May 15, 2052	U.S. Treasuries	—	$2.3M	$1.7M	0.8%
Alibaba Group Holding Alibaba Group Holding GLB 04.000% Dec 06, 2037	Bonds / Notes	—	$2.4M	$1.7M	0.8%
U.S. Treasury Note U.S. Treasury Note 3.875% Aug 15, 2034	U.S. Treasuries	—	$1.7M	$1.6M	0.7%
UBS Group AG UBS Group AG SER 144A 02.746% Feb 11, 2033	Bonds / Notes	—	$1.8M	$1.5M	0.7%
MPLX LP MPLX LP GLB 04.800% Feb 15, 2029	Bonds / Notes	—	$1.8M	$1.5M	0.7%
Vanguard Small Cap Vanguard Small Cap	Mutual Funds	—	$1.4M	$1.5M	0.7%
Unitedhealth Group Inc Unitedhealth Group Inc GLB 03.500% Aug 15, 2039	Bonds / Notes	—	$2.3M	$1.5M	0.7%
Capital One Financial Co Capital One Financial Co GLB VAR% Feb 01, 2034	Common Stocks	—	$1.5M	$1.5M	0.7%
Goldman Sachs Group Inc Goldman Sachs Group Inc GLB 02.600% Feb 07, 2030	Bonds / Notes	—	$1.6M	$1.4M	0.7%
Diageo Capital Plc Diageo Capital Plc Company Guarnt GLB 02.125% Apr 29, 2032	Bonds / Notes	—	$1.8M	$1.4M	0.7%
Mars Inc Mars Inc 144A 01.625% Jul 16, 2032	Bonds / Notes	—	$1.8M	$1.4M	0.7%
UDR Inc UDR Inc Comp Guarnt Ser Mtn GLB 02.100% Aug 01, 2032	Bonds / Notes	—	$1.8M	$1.4M	0.7%
Essex Portfolio LP Essex Portfolio LP Company Guarnt GLB 02.650% Mar 15, 2032	Bonds / Notes	—	$1.8M	$1.4M	0.7%
Berkshire Hathaway Inc Berkshire Hathaway Inc GLB 03.125% Mar 15, 2026	Bonds / Notes	—	$1.4M	$1.4M	0.7%
Exelon Generation Co LLC Exelon Generation Co LLC GLB 03.250% Jun 01, 2025	Bonds / Notes	—	$1.4M	$1.4M	0.7%
Prudential Financial Inc Prudential Financial Inc Ser Mtn GLB 02.100% Mar 10, 2030	Bonds / Notes	—	$1.7M	$1.4M	0.7%