Original filing (PDF)20250924090445NAL0016715986001

UNITED DESIGN PARTNERS, LLC

Name: UNITED DESIGN PARTNERS, LLC — UNITED DESIGN PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: UNITED DESIGN PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

UNITED DESIGN PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

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 UNITED DESIGN PARTNERS, LLC.

Plan sponsor

Name

UNITED DESIGN PARTNERS, LLC

EIN

33-1693231all filings

Address

525 SOUTH FLAGLER DR. · SUITE 500 · WEST PALM BEACH, FL · 33401

Phone

(865) 584-0999

Industry

Professional & Technical Servicessee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 778-9920

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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