How big is Unique Wealth Strategies' plan?

Unique Wealth Strategies' plan reported $1.3M in assets and 7 participants for 2025.

Original filing (PDF)20260505220119NAL0001032547042

Unique Wealth Strategies

Name: Unique Wealth Strategies — Unique Wealth Strategies, Form 5500 (2025)
Creator: Unique Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unique Wealth Strategies 401(k) Plan

401(k) retirement plan · Unique Wealth Strategies' Unique Wealth Strategies 401(k) Plan held $1.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Elantha Barry signed Unique Wealth Strategies' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Unique Wealth Strategies' EIN is 81-2591402.

EIN 81-2591402

Plan number 001

Plan year 2025

ACK ID 20260505220119NAL0001032547042

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Unique Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Unique Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (87th percentile).

Plan sponsor

Name

UNIQUE WEALTH STRATEGIES

EIN

all filings

Address

570 VILLAGE CENTER DRIVE SUITE 203 · BURR RIDGE, IL · 60527

Phone

(630) 728-3524

Industry

Finance & Insurance

Plan administrator