· 2022–2024 · DOL EFAST2

UNI WORLDWIDE FINANCIAL MARKETING — UNI WORLDWIDE FINANCIAL MARKETING RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250929172717NAL0012472928001

UNI WORLDWIDE FINANCIAL MARKETING

Form 5500-SF

FILING_RECEIVED

UNI WORLDWIDE FINANCIAL MARKETING RETIREMENT PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

15

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UNI WORLDWIDE FINANCIAL MARKETING

EIN

27-0373900all filings

Address

3805 CRESTWOOD PKWY STE. #260 · DULUTH, GA · 30096

Phone

(678) 887-7102

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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