How big is Understory Inc.'s plan?

Understory Inc.'s plan reported $407K in assets and 16 participants for 2025.

Original filing (PDF)20260423220553NAL0002828531033

Understory Inc.

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

Form 5500-SF

FILING_RECEIVED

Understory 401(k) Plan

401(k) retirement plan · Understory Inc.'s Understory 401(k) Plan held $407K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

Plan identifiers

Understory Inc.'s EIN is 45-5452573.

EIN 45-5452573

Plan number 001

Plan year 2025

ACK ID 20260423220553NAL0002828531033

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UNDERSTORY INC.

EIN

all filings

Address

4916 E BROADWAY · SUITE 200 · MADISON, WI · 53716

Phone

(608) 665-0032

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator