Back to filter
Original filing (PDF)20250715102616NAL0001989281001
UNITED TEACHERS OF DADE
Form 5500-SF
FILING_RECEIVED
UTD 401K PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
73
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 TEACHERS OF DADE.
Plan sponsor
Name
UNITED TEACHERS OF DADE
EIN
59-6494180
Address
5553 NW 36TH STREET · MIAMI SPRINGS, FL · 33166
Phone
(305) 854-0220
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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 All Other Professional Services plans
R.O. WHITESELL & ASSOCIATES, INC.
R.O. WHITESELL & ASSOCIATES, INC. EMPLOYEES' RETIREMENT PLAN
$11.0M · 33 participants
MTFA ARCHITECTURE, PLLC
MTFA ARCHITECTURE, PLLC 401(K) PLAN
$11.0M · 37 participants
PARKINSON FOUNDATION, INC.
PARKINSON'S FOUNDATION RETIREMENT PLAN
$11.0M · 169 participants
ACT LLC
ACT LLC 401(K) PLAN
$11.0M · 55 participants
ISK INDUSTRIES, INC.
ISK INDUSTRIES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$11.0M · 15 participants
FICTIV
FORUS 401(K)
$11.0M · 155 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants