How big is Unfold Agency, Inc.'s plan?

Unfold Agency, Inc.'s plan reported $1.8M in assets and 13 participants for 2023.

Original filing (PDF)20250910162720NAL0021323937001

Unfold Agency, Inc.

Name: Unfold Agency, Inc. — Unfold Agency, Inc. Retirement, Form 5500 (2023)
Creator: Unfold Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unfold Agency, Inc. Retirement Plan

Defined-benefit pension plan · Unfold Agency, Inc.'s Unfold Agency, Inc. Retirement Plan held $1.8M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Unfold Agency, Inc.'s EIN is 46-1107043.

EIN 46-1107043

Plan number 003

Plan year 2023

ACK ID 20250910162720NAL0021323937001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Unfold Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Unfold Agency, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off