How big is Unified Group Services Inc.'s plan?

Unified Group Services Inc.'s plan reported $7.7M in assets and 180 participants for 2024.

Original filing (PDF)20251007090632NAL0004539585001

Unified Group Services Inc.

Name: Unified Group Services Inc. — Unified Group Services, Form 5500 (2024)
Creator: Unified Group Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unified Group Services 401(k) Retirement Plan

401(k) retirement plan · Unified Group Services Inc.'s Unified Group Services 401(k) Retirement Plan held $7.7M in plan assets for 180 participants in 2024, with OneAmerica as recordkeeper.

Active participants

180

Accounts w/ balance

167

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Angela Kirk signed Unified Group Services Inc.'s 2024 Form 5500 as plan administrator.

Angela Kirk — 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

Unified Group Services Inc.'s EIN is 35-1973675.

EIN 35-1973675

Plan number 001

Plan year 2024

ACK ID 20251007090632NAL0004539585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

UNIFIED GROUP SERVICES INC.

EIN

all filings

Address

3131 EAST 67TH ST · ANDERSON, IN · 46013

Phone

(800) 291-5837

Industry

Finance & Insurance

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$1K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENSLER LLC	71-1004774	—	NONE	$0	—

Investments

28 direct securities · 1 pooled fund· $15.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$7.7M

1 holding

Other securities

$4.4M

17 holdings

Mutual Funds

$1.8M

5 holdings

Common Collective Trusts

$1.4M

4 holdings

Stable Value

$69K

1 holding

Common Stocks

$20K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$7.7M	98.9%
AMERICAN FUNDS AMERFDS GRTH FD OF AMERICA R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$1.1M	14.1%
T. ROWE PRICE TROWEPRICE RET 2050 R MUTUAL FUND SHARES 0	Other securities	—	—	$759K	9.8%
T. ROWE PRICE TROWEPRICE RET 2030 R MUTUAL FUND SHARES 0	Other securities	—	—	$723K	9.3%
T. ROWE PRICE TROWEPRICE RET 2025 R MUTUAL FUND SHARES 0	Other securities	—	—	$539K	7.0%
PRINCIPAL SMCAP S&P 600 IDX R3 MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$494K	6.4%
T. ROWE PRICE TROWEPRICE RET 2035 R MUTUAL FUND SHARES 0	Other securities	—	—	$472K	6.1%
STATE STREET GLOBAL STATE ST S&P MIDCAP IDX CL A MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$406K	5.2%
T. ROWE PRICE TROWEPRICE RET 2020 R MUTUAL FUND SHARES 0	Other securities	—	—	$378K	4.9%
T. ROWE PRICE TROWEPRICE RET 2045 R MUTUAL FUND SHARES 0	Other securities	—	—	$343K	4.4%
FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0	Mutual Funds	—	—	$300K	3.9%
STATE STREET GLOBAL STATE ST RUSSLL SMCAP IDX CL I MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$293K	3.8%
T. ROWE PRICE TROWEPRICE RET 2040 R MUTUAL FUND SHARES 0	Other securities	—	—	$265K	3.4%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R3 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$242K	3.1%
PRUDENTIAL PGIM JENN MIDCAP GRTH A MUTUAL FUND SHARES 0	Other securities	—	—	$229K	3.0%
STATE STREET GLOBAL STATE ST S&P 500 INDX CL I MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$223K	2.9%
COLUMBIA CONTRARIAN CORE A MUTUAL FUND SHARES 0	Other securities	—	—	$148K	1.9%
T. ROWE PRICE TROWEPRICE RET 2060 R MUTUAL FUND SHARES 0	Other securities	—	—	$138K	1.8%
FIDELITY ADV TOTAL BOND M MUTUAL FUND SHARES 0	Mutual Funds	—	—	$127K	1.6%
T. ROWE PRICE TROWEPRICE RET 2015 R MUTUAL FUND SHARES 0	Other securities	—	—	$124K	1.6%
AMERICAN CENTURY AMERCENT INFL-ADJ BOND A MUTUAL FUND SHARES 0	Other securities	—	—	$117K	1.5%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$69K	0.9%
JANUS HENDERSON JAN HEN TRITON S MUTUAL FUND SHARES 0	Mutual Funds	—	—	$67K	0.9%
T. ROWE PRICE TROWEPRICE RET 2055 R MUTUAL FUND SHARES 0	Other securities	—	—	$57K	0.7%
T. ROWE PRICE TROWEPRICE RET BAL R MUTUAL FUND SHARES 0	Other securities	—	—	$45K	0.6%
T. ROWE PRICE TROWEPRICE RET 2065 R MUTUAL FUND SHARES 0	Other securities	—	—	$43K	0.6%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$20K	0.3%
T. ROWE PRICE TROWEPRICE RET 2005 R MUTUAL FUND SHARES 0	Other securities	—	—	$19K	0.2%
T. ROWE PRICE TROWEPRICE RET 2010 R MUTUAL FUND SHARES 0	Other securities	—	—	$7K	<0.1%