How big is Unified Partners, Inc.'s plan?

Unified Partners, Inc.'s plan reported $420K in assets and 4 participants for 2024.

Original filing (PDF)20251015203652NAL0002872627001

Unified Partners, Inc.

Name: Unified Partners, Inc. — Unified Partners, Inc., Form 5500 (2024)
Creator: Unified Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unified Partners, Inc. 401(k) Plan

401(k) retirement plan · Unified Partners, Inc.'s Unified Partners, Inc. 401(k) Plan held $420K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

Plan identifiers

Unified Partners, Inc.'s EIN is 45-0491096.

EIN 45-0491096

Plan number 001

Plan year 2024

ACK ID 20251015203652NAL0002872627001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unified Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off