How big is United Asset Services Inc.'s plan?

United Asset Services Inc.'s plan reported $1.1M in assets and 24 participants for 2024.

Original filing (PDF)20250603104910NAL0010628897001

United Asset Services Inc.

Name: United Asset Services Inc. — United Asset 401(k), Form 5500 (2024)
Creator: United Asset Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Asset 401(k) Plan

401(k) retirement plan · United Asset Services Inc.'s United Asset 401(k) Plan held $1.1M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Diana Bindon signed United Asset Services Inc.'s 2024 Form 5500 as plan administrator.

Diana Bindon — 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

United Asset Services Inc.'s EIN is 26-4331866.

EIN 26-4331866

Plan number 001

Plan year 2024

ACK ID 20250603104910NAL0010628897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Asset Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off