Original filing (PDF)20250416220510NAL0000423504090

UNDERSTORY INC.

Name: UNDERSTORY INC. — UNDERSTORY 401(K) PLAN, Form 5500 (2024)
Creator: UNDERSTORY INC.

Form 5500-SF

FILING_RECEIVED

UNDERSTORY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNDERSTORY INC.

EIN

45-5452573

Address

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

Phone

(608) 665-0032

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