How big is Unison Bank's plan?

Unison Bank's plan reported $10.0M in assets and 88 participants for 2024.

Original filing (PDF)20250507090140NAL0016631696001

Unison Bank

Name: Unison Bank — Unison Bank 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Unison Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unison Bank 401(k) Profit Sharing Plan

401(k) retirement plan · Unison Bank's Unison Bank 401(k) Profit Sharing Plan held $10.0M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Linda Stoterau signed Unison Bank's 2024 Form 5500 as plan administrator.

Linda Stoterau — 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

Unison Bank's EIN is 45-0280822.

EIN 45-0280822

Plan number 002

Plan year 2024

ACK ID 20250507090140NAL0016631696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unison Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 UNISON BANK.

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Plan health score

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

100

Knocking points off