How big is First Union Financial LLC's plan?

First Union Financial LLC's plan reported $57K in assets and 12 participants for 2024.

Original filing (PDF)20250414220134NAL0004205008031

First Union Financial LLC

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

Form 5500-SF

FILING_RECEIVED

First Union Financial 401(k) Plan

401(k) retirement plan · First Union Financial LLC's First Union Financial 401(k) Plan held $57K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

Plan identifiers

First Union Financial LLC's EIN is 46-4140393.

EIN 46-4140393

Plan number 001

Plan year 2024

ACK ID 20250414220134NAL0004205008031

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First Union Financial 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 FIRST UNION FINANCIAL 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