How big is Unger & Kowitt's plan?

Unger & Kowitt's plan reported $3.8M in assets and 10 participants for 2024.

Original filing (PDF)20250818143641NAL0000693827002

Unger & Kowitt

Name: Unger & Kowitt — Unger & Kowitt Attorneys at Law, Form 5500 (2024)
Creator: Unger & Kowitt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unger & Kowitt Attorneys at Law 401(k) Plan

401(k) retirement plan · Unger & Kowitt's Unger & Kowitt Attorneys at Law 401(k) Plan held $3.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Unger & Kowitt's EIN is 65-0610524.

EIN 65-0610524

Plan number 001

Plan year 2024

ACK ID 20250818143641NAL0000693827002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unger & Kowitt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unger & Kowitt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off