How big is The Unified Group's plan?

The Unified Group's plan reported $201K in assets and 4 participants for 2025.

Original filing (PDF)20260424221243NAL0009859136057

The Unified Group

Name: The Unified Group — The Unified Group 401(k) Plan, Form 5500 (2025)
Creator: The Unified Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Unified Group 401(k) Plan

401(k) retirement plan · The Unified Group's The Unified Group 401(k) Plan held $201K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

People on this filing

Elantha Barry signed The Unified Group's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

The Unified Group's EIN is 36-4246497.

EIN 36-4246497

Plan number 001

Plan year 2025

ACK ID 20260424221243NAL0009859136057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Unified Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIFIED GROUP.

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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