How big is Udirect IRA Services, LLC's plan?

Udirect IRA Services, LLC's plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20251003064514NAL0000654995001

Udirect IRA Services, LLC

Name: Udirect IRA Services, LLC — Udirect IRA Services, Form 5500 (2024)
Creator: Udirect IRA Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Udirect IRA Services, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Udirect IRA Services, LLC's Udirect IRA Services, LLC Defined Benefit Pension Plan held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Udirect IRA Services, LLC's EIN is 27-0498367.

EIN 27-0498367

Plan number 002

Plan year 2024

ACK ID 20251003064514NAL0000654995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Udirect IRA Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Udirect IRA Services, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score