How big is Uhlmann Price Securities, LLC's plan?

Uhlmann Price Securities, LLC's plan reported $2.8M in assets and 16 participants for 2024.

Original filing (PDF)20250529091519NAL0020273410001

Uhlmann Price Securities, LLC

Name: Uhlmann Price Securities, LLC — Uhlmann Price, Form 5500 (2024)
Creator: Uhlmann Price Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uhlmann Price Securities, LLC Retirement Plan

401(k) retirement plan · Uhlmann Price Securities, LLC's Uhlmann Price Securities, LLC Retirement Plan held $2.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Cindy Kelly signed Uhlmann Price Securities, LLC's 2024 Form 5500 as plan administrator.

Cindy Kelly — 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

Uhlmann Price Securities, LLC's EIN is 36-4135497.

EIN 36-4135497

Plan number 001

Plan year 2024

ACK ID 20250529091519NAL0020273410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uhlmann Price Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uhlmann Price Securities, LLC'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 UHLMANN PRICE SECURITIES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score