How big is Unbound's plan?

Unbound's plan reported $18.8M in assets and 114 participants for 2024.

Original filing (PDF)20250718065738NAL0001358641001

Unbound

Name: Unbound — Unbound Retirement Plan, Form 5500 (2024)
Creator: Unbound
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unbound Retirement Plan

403(b) retirement plan · Unbound's Unbound Retirement Plan held $18.8M in plan assets for 114 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

114

Accounts w/ balance

177

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

Plan identifiers

Unbound's EIN is 43-1243999.

EIN 43-1243999

Plan number 002

Plan year 2024

ACK ID 20250718065738NAL0001358641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unbound's plan includes 403(b) custodial accounts, a self-directed brokerage window, 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 UNBOUND.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

UNBOUND

EIN

all filings

Address

1 ELMWOOD AVENUE · KANSAS CITY, KS · 66103

Phone

(913) 384-6500

Industry

Other Services (ex. Public Admin)

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

2025-07-18

Pension benefit codes

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

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	96-6817943	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FREESTATE ADVISORS LLC	39-1099262	—	INVESTMENT ADVISOR	$37K	—

Investments

29 direct securities· $18.8M(100% of reported assets)

Mutual Funds

$15.5M

21 holdings

Other securities

$1.9M

5 holdings

Common Collective Trusts

$1.0M

1 holding

Bonds / Notes

$287K

1 holding

Self-Directed Brokerage

$43K

1 holding

					% of plan
American Funds Growth Fund of America Mutual fund	Mutual Funds	—	—	$2.0M	10.5%
American Funds 2050 Target Date Fund Mutual fund	Mutual Funds	—	—	$1.9M	9.9%
Vanguard Windsor II Fund Mutual fund	Mutual Funds	—	—	$1.6M	8.4%
American Funds 2025 Target Date Fund Mutual fund	Mutual Funds	—	—	$1.5M	7.8%
American Funds 2040 Target Date Fund Mutual fund	Mutual Funds	—	—	$1.4M	7.3%
American Funds 2045 Target Date Fund Mutual fund	Mutual Funds	—	—	$1.1M	5.7%
Vanguard Total Stock Market Index Mutual fund	Common Collective Trusts	—	—	$1.0M	5.6%
Prudential Total Return Bond Mutual fund	Other securities	—	—	$845K	4.5%
American Funds Washington Mutual fund	Mutual Funds	—	—	$758K	4.0%
Calvert Equity Mutual fund	Other securities	—	—	$748K	4.0%
American Funds 2030 Target Date Fund Mutual fund	Mutual Funds	—	—	$723K	3.9%
American Funds Moderate Portfolio Mutual fund	Mutual Funds	—	—	$714K	3.8%
American Funds 2035 Target Date Fund Mutual fund	Mutual Funds	—	—	$637K	3.4%
American Funds US Government Money Market Fund	Mutual Funds	—	—	$591K	3.1%
American Funds New World Mutual fund	Mutual Funds	—	—	$534K	2.8%
American Funds 2060 Target Date Fund Mutual fund	Mutual Funds	—	—	$420K	2.2%
American Funds Europacific Growth Mutual fund	Mutual Funds	—	—	$411K	2.2%
American Funds 2020 Target Date Fund Mutual fund	Mutual Funds	—	—	$339K	1.8%
Notes receivable from participants Various participants, interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$287K	1.5%
American Funds 2010 Target Date Fund Mutual fund 71 * American Funds 2015 Target Date Fund Mutual fund	Mutual Funds	—	—	$246K	1.3%
Vanguard Total Bond Market Index Mutual fund	Mutual Funds	—	—	$212K	1.1%
Victory Sycamore Established Value Mutual fund	Other securities	—	—	$205K	1.1%
American Funds New Perspectives Mutual fund	Mutual Funds	—	—	$200K	1.1%
American Funds 2055 Target Date Fund Mutual fund	Mutual Funds	—	—	$191K	1.0%
Lord Abbett Short Duration Income Mutual fund	Mutual Funds	—	—	$151K	0.8%
Federated Moderate Small Cap Growth Mutual fund	Other securities	—	—	$64K	0.3%
Prudential High Yield Mutual fund	Other securities	—	—	$55K	0.3%
American Funds 2065 Target Date Fund Mutual fund	Mutual Funds	—	—	$47K	0.2%
Self-directed brokerage accounts Various advisors	Self-Directed Brokerage	—	—	$43K	0.2%