How big is Union State Bank's plan?

Union State Bank's plan reported $830K in assets and 17 participants for 2025.

Original filing (PDF)20260522065854NAL0003252067001

Union State Bank

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

Form 5500-SF

FILING_RECEIVED

Union State Bank 401(k) Plan

401(k) retirement plan · Union State Bank's Union State Bank 401(k) Plan held $830K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

People on this filing

CHAD HOLT signed Union State Bank's 2025 Form 5500 as plan administrator.

CHAD HOLT — 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

Union State Bank's EIN is 48-0456410.

EIN 48-0456410

Plan number 002

Plan year 2025

ACK ID 20260522065854NAL0003252067001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Union State Bank's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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