Original filing (PDF)20250825084800NAL0013391952001

UNITED EQUITIES, INC.

Name: UNITED EQUITIES, INC. — UNITED EQUITIES, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: UNITED EQUITIES, INC.

Form 5500

FILING_RECEIVED

UNITED EQUITIES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

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

Plan sponsor

Name

UNITED EQUITIES, INC.

EIN

74-2063938

Address

4545 BISSONNET · ST 100 · BELLAIRE, TX · 77401

Phone

(713) 772-6262

Industry

Real Estatesee 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

2025-08-25

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)

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $567K

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.

			% of plan
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	$567K	100.0%

1–1 of 1

Related plans

Similar-size Real Estate plans

RON SILVA REALTY, INC.

RON SILVA REALTY, INC. PROFIT SHARING PLAN

NATIONAL CONSOLIDATED INVESTMENT REALTY, INC.

NATIONAL CONSOLIDATED INVESTMENT REALTY, INC. PROFIT SHARING PLAN

CERTIFIED APPRAISAL SERVICES INC

REVENANT GLOBAL LLC

REVENANT GLOBAL LLC SOCA BENEFIT PLAN

SILCO REAL ESTATE, INC.

SILCO REAL ESTATE, INC. DEFINED BENEFIT PLAN & TRUST