How big is Union, LLC's plan?

Union, LLC's plan reported $1.5M in assets and 64 participants for 2022.

Original filing (PDF)20230830100815NAL0006189905001

Union, LLC

Name: Union, LLC — Union 401(k) Plan, Form 5500 (2022)
Creator: Union, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union 401(k) Plan

401(k) retirement plan · Union, LLC's Union 401(k) Plan held $1.5M in plan assets for 64 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Albert Banks signed Union, LLC's 2022 Form 5500 as plan administrator.

Albert Banks — 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, LLC's EIN is 71-0870417.

EIN 71-0870417

Plan number 001

Plan year 2022

ACK ID 20230830100815NAL0006189905001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Union, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

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Plan health score

Above-average plan

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.

Plan sponsor

Name

UNION, LLC

EIN

all filings

Address

PO BOX 30667 PMB 78277 · CHARLOTTE, NC · 282300667

Phone

(704) 335-5424

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-30

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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