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Original filing (PDF)20250930085004NAL0014610288001
UNITED FP MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
UNITED FP MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
1,063
Accounts w/ balance
233
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
27 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 100 bps in Schedule C fees — 93% above peer band of 52 bps.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED FP MANAGEMENT, LLC.
Plan sponsor
Name
UNITED FP MANAGEMENT, LLC
EIN
81-3686064
Address
4635 BOSTON LANE, SUITE 200 · AUSTIN, TX · 78735
Phone
(512) 271-2004
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $22K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1531281 | — | INVESTMENT ADV-PLAN | $29K | — |
| PF INDEPENDENT FRANCHISEE COUNCIL | 47-1014888 | — | CONSULTING | $6K | — |
Investments
27 pooled funds· $6.6M(98% of reported assets)
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $1.5M | 22.0% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $1.2M | 17.2% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $973K | 14.4% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $885K | 13.1% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $605K | 8.9% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $558K | 8.2% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $285K | 4.2% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $271K | 4.0% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $145K | 2.1% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $132K | 2.0% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $19K | 0.3% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $17K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $14K | 0.2% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $8K | 0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT COMMODITIES RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $4K | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT MID CAP VALUE RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $249 | <0.1% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $74 | <0.1% |
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