How big is Unified Wealth Management, LLC's plan?

Unified Wealth Management, LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250828123219NAL0005521875001

Unified Wealth Management, LLC

Name: Unified Wealth Management, LLC — Unified Financial, Form 5500 (2024)
Creator: Unified Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unified Financial Services, LLC Defined Benefit Plan

Defined-benefit pension plan · Unified Wealth Management, LLC's Unified Financial Services, LLC Defined Benefit Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Unified Wealth Management, LLC's EIN is 35-2242918.

EIN 35-2242918

Plan number 002

Plan year 2024

ACK ID 20250828123219NAL0005521875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unified Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unified Wealth Management, 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 UNIFIED WEALTH MANAGEMENT, 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