How big is Unitek Acquisition, Inc.'s plan?

Unitek Acquisition, Inc.'s plan reported $14.9M in assets and 507 participants for 2024.

Original filing (PDF)20251008082155NAL0005558737001

Unitek Acquisition, Inc.

Name: Unitek Acquisition, Inc. — Unitek Employees, Form 5500 (2024)
Creator: Unitek Acquisition, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unitek Employees Retirement Savings Plan

401(k) retirement plan · Unitek Acquisition, Inc.'s Unitek Employees Retirement Savings Plan held $14.9M in plan assets for 507 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

507

Accounts w/ balance

333

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

DEE Gonzalez signed Unitek Acquisition, Inc.'s 2024 Form 5500 as plan administrator.

DEE Gonzalez — 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

Unitek Acquisition, Inc.'s EIN is 35-2304123.

EIN 35-2304123

Plan number 001

Plan year 2024

ACK ID 20251008082155NAL0005558737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unitek Acquisition, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITEK ACQUISITION, INC..

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

UNITEK ACQUISITION, INC.

EIN

all filings

Address

2010 RENAISSANCE BLVD · KING OF PRUSSIA, PA · 19406

Phone

(267) 464-1705

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-08

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS,	13-3689044	—	RECORD KEEPER	$75K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLEARVIEW FINANCIAL PARTNERS	82-1371805	—	INVESTMENT ADVISORY-PLAN	$14K	—

Investments

46 direct securities· $15.3M(100% of reported assets)

Mutual Funds

$12.1M

26 holdings

Other securities

$1.4M

12 holdings

Common Stocks

$871K

5 holdings

Common Collective Trusts

$592K

1 holding

Bonds / Notes

$341K

2 holdings

					% of plan
American Funds American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$1.9M	13.0%
American Funds American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$1.6M	10.9%
American Funds American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$1.2M	8.4%
American Funds American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	7.3%
Vanguard Equity-Income Adm	Mutual Funds	—	—	$1.1M	7.3%
American Funds American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$981K	6.6%
Vanguard Growth Index Adm	Mutual Funds	—	—	$797K	5.3%
American Funds American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$794K	5.3%
American Funds American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$768K	5.1%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$592K	4.0%
American Funds American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$530K	3.6%
American Century American Century Ultra R6	Other securities	—	—	$487K	3.3%
Transamerica Life Ins. Co. Transamerica Stbl Val Core Op	Common Stocks	—	—	$428K	2.9%
American Funds American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$333K	2.2%
Hartford Dividend and Growth R6	Other securities	—	—	$225K	1.5%
American Funds American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$202K	1.4%
Transamerica Life Insurance Company Transamerica Bond R6	Common Stocks	—	—	$185K	1.2%
Transamerica Ret Solutions Corp Transamerica Bd R6	Common Stocks	—	—	$185K	1.2%
Fidelity US Bond Index	Mutual Funds	—	—	$181K	1.2%
Participant loans * Participants 4.25-9.50%; maturing through 2029	Bonds / Notes	—	—	$171K	1.1%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$171K	1.1%
Voya Intermediate Bond I	Other securities	—	—	$159K	1.1%
Allspring Special Sm Cap Val Inst	Other securities	—	—	$139K	0.9%
Federated Hermes Federated Hermes High Yield Bond Inst	Other securities	—	—	$127K	0.9%
Vanguard International Growth Adm	Mutual Funds	—	—	$107K	0.7%
American Century American Century Mid Cap Value R6	Other securities	—	—	$107K	0.7%
Fidelity Mid Cap Index	Mutual Funds	—	—	$95K	0.6%
Fidelity International Index	Mutual Funds	—	—	$71K	0.5%
BNY Mellon BNY Mellon	Other securities	—	—	$59K	0.4%
Federated Hermes Federated Hermes MDT Sm Cap Gr Inst	Other securities	—	—	$54K	0.4%
American Funds American Funds Capital World Bond R6	Mutual Funds	—	—	$46K	0.3%
Fidelity Small Cap Index	Mutual Funds	—	—	$45K	0.3%
Macquarie Mid Cap Growth R6	Other securities	—	—	$43K	0.3%
Transamerica Life Insurance Company Transamerica International Equity R6	Common Stocks	—	—	$37K	0.2%
Transamerica Capital, Inc. Transamerica Intl Eq R6	Common Stocks	—	—	$37K	0.2%
Wasatch Core Growth Institutional	Other securities	—	—	$34K	0.2%
DFA Real Estate Securities I	Mutual Funds	—	—	$28K	0.2%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$25K	0.2%
DFA Global Equity I	Mutual Funds	—	—	$24K	0.2%
Dimensional DFA Glbl Eq I	Mutual Funds	—	—	$24K	0.2%
American Funds American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$20K	0.1%
American Funds American Funds New World R6	Mutual Funds	—	—	$16K	0.1%
JPMorgan Emerging Markets Equity R6	Other securities	—	—	$12K	<0.1%
Templeton Developing Markets Adv	Mutual Funds	—	—	$6K	<0.1%
American Funds American Funds 2010 Trgt Date Retire R6	Mutual Funds	—	—	$5K	<0.1%
Blackrock Advantage BlackRock Advantage Small Cap Core K	Other securities	—	—	$4K	<0.1%