Original filing (PDF)20250828151048NAL0010577521001

UNISON CONSULTING, INC.

Name: UNISON CONSULTING, INC. — UNISON-UCG 401(K) PLAN, Form 5500 (2024)
Creator: UNISON CONSULTING, INC.

Form 5500

FILING_RECEIVED

UNISON-UCG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNISON CONSULTING, INC..

Plan sponsor

Name

UNISON CONSULTING, INC.

EIN

36-3648595

Address

409 W HURON ST STE 400 · CHICAGO, IL · 60654

Phone

(312) 988-3360

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

14 pooled funds· $4.3M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GG TRP RD 2030 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001	Common Collective Trust	$716K	16.7%
GG TRP RD 2005 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289829 / PN 001	Common Collective Trust	$573K	13.4%
GG TRP RD 2020 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001	Common Collective Trust	$518K	12.1%
GG TRP RD 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001	Common Collective Trust	$397K	9.3%
GG TRP RD 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001	Common Collective Trust	$387K	9.0%
GG TRP RD 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001	Common Collective Trust	$376K	8.8%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	$283K	6.6%
CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$257K	6.0%
GG TRP RD 2040 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001	Common Collective Trust	$202K	4.7%
GG TRP RD 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001	Common Collective Trust	$194K	4.5%
STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	$167K	3.9%
GG TRP RD 2015 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001	Common Collective Trust	$108K	2.5%
GG TRP RD 2050 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001	Common Collective Trust	$73K	1.7%
GG TRP RD 2060 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001	Common Collective Trust	$32K	0.7%

1–14 of 14

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