How big is Union Square Advisors, LLC's plan?

Union Square Advisors, LLC's plan reported $8.6M in assets and 39 participants for 2025.

Original filing (PDF)20260515175149NAL0018666802001

Union Square Advisors, LLC

Name: Union Square Advisors, LLC — Union Square Advisors, Form 5500 (2025)
Creator: Union Square Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union Square Advisors, LLC Retirement Plan

401(k) retirement plan · Union Square Advisors, LLC's Union Square Advisors, LLC Retirement Plan held $8.6M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

SU MEI CHEN signed Union Square Advisors, LLC's 2025 Form 5500 as plan administrator.

SU MEI CHEN — 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 Square Advisors, LLC's EIN is 56-2592217.

EIN 56-2592217

Plan number 002

Plan year 2025

ACK ID 20260515175149NAL0018666802001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Union Square Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Union Square Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UNION SQUARE ADVISORS, LLC

EIN

all filings

Address

600 MONTGOMERY STREET 22ND FLOOR · SAN FRANCISCO, CA · 94111

Phone

(415) 501-8090

Industry

Finance & Insurance

Plan administrator