How big is United Fund Advisors, LLC's plan?

United Fund Advisors, LLC's plan reported $3.1M in assets and 15 participants for 2024.

Original filing (PDF)20250912165055NAL0001121089001

United Fund Advisors, LLC

Name: United Fund Advisors, LLC — United Fund Advisors, Form 5500 (2024)
Creator: United Fund Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Fund Advisors Profit Sharing Plan

Defined-contribution retirement plan · United Fund Advisors, LLC's United Fund Advisors Profit Sharing Plan held $3.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Catherine Marel signed United Fund Advisors, LLC's 2024 Form 5500 as plan administrator.

Catherine Marel — 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

United Fund Advisors, LLC's EIN is 46-2785253.

EIN 46-2785253

Plan number 002

Plan year 2024

ACK ID 20250912165055NAL0001121089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Fund Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Fund Advisors, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED FUND ADVISORS, 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