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Original filing (PDF)20251010162450NAL0008476033001
UNANET, INC.
Form 5500
FILING_RECEIVED
UNANET TECHNOLOGIES CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
447
Accounts w/ balance
572
Plan assets (EOY)
$57.1M
Net assets (EOY)
$57.1M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNANET, INC..
Plan sponsor
Name
UNANET, INC.
EIN
54-1458387
Address
22970 INDIAN CREEK DRIVE · SUITE 200 · STERLING, VA · 20166
Phone
(703) 689-9440
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
12 direct securities · 1 pooled fund· $884K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$442K
1 holding
Uncategorized
$442K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $442K | 0.8% | |
| MORLEY INCOME FUND III | — | — | — | $119K | 0.2% | |
| MORLEY INCOME FUND I | — | — | — | $69K | 0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $62K | 0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $39K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $37K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $33K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $32K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $16K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $15K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $13K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $8K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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