Back to filter
Original filing (PDF)20250822085251NAL0004960577001
UNITED NEEDS AND ABILITIES INC.
Form 5500-SF
FILING_RECEIVED
UNITED NEEDS AND ABILITIES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
129
Accounts w/ balance
100
Plan assets (EOY)
$670K
Net assets (EOY)
$670K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED NEEDS AND ABILITIES INC..
Plan sponsor
Name
UNITED NEEDS AND ABILITIES INC.
EIN
52-1232175
Address
688 EAST MAIN STREET · SALISBURY, MD · 21804
Phone
(410) 543-0665
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
SISTERS SUPPORTIVE LIVING, INC.
SISTERS SUPPORTIVE LIVING, INC. 401(K) PLAN
$669K · 123 participants
GIRLS INCORPORATED OF GREATER PHILADELPHIA & SOUTHERN NEW JERSEY
403(B) THRIFT PLAN FOR EMPLOYEES OF GIRLS INCORPORATED OF GREATER PHILADELPHIA & SOUTHERN NEW JERSEY
$671K · 28 participants
COMMUNITY COUNCIL OF SOUTH
COMMUNITY COUNCIL OF SOUTH CENTRAL TEXAS, INC. EMPLOYEES RETIREMENT PLAN
$669K · 69 participants
BOYS & GIRLS CLUBS OF ACADIANA
BOYS & GIRLS CLUBS OF ACADIANA RETIREMENT SAVINGS PLAN
$671K · 30 participants
RIM FAMILY SERVICES, INC.
RIM FAMILY SERVICES, INC 401(K) PLAN
$668K · 14 participants
ANGELS FOSTER FAMILY AGENCY (DBA ANGELS FOSTER FAMILY NETWORK)
ANGELS FOSTER FAMILY AGENCY 403(B) PLAN
$671K · 12 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B