How big is Unimar Financial Services LLC's plan?

Unimar Financial Services LLC's plan reported $553K in assets and 3 participants for 2024.

Original filing (PDF)20250715104140NAL0001998657001

Unimar Financial Services LLC

Name: Unimar Financial Services LLC — Unimar Financial, Form 5500 (2024)
Creator: Unimar Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unimar Financial Services LLC - 401(k) Plan

401(k) retirement plan · Unimar Financial Services LLC's Unimar Financial Services LLC - 401(k) Plan held $553K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Sandra Kayal signed Unimar Financial Services LLC's 2024 Form 5500 as plan administrator.

Sandra Kayal — 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

Unimar Financial Services LLC's EIN is 45-3771410.

EIN 45-3771410

Plan number 001

Plan year 2024

ACK ID 20250715104140NAL0001998657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unimar Financial Services LLC'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 UNIMAR FINANCIAL SERVICES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

UNIMAR FINANCIAL SERVICES LLC

EIN

all filings

Address

1450 BRICKELL AVENUE SUITE 2160 · MIAMI, FL · 33131

Phone

(786) 245-4164

Industry

Finance & Insurance

Plan administrator