How big is Undivided Wealth Management, LLC's plan?

Undivided Wealth Management, LLC's plan reported $1.8M in assets and 4 participants for 2025.

Original filing (PDF)20260318124747NAL0003864032001

Undivided Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Undivided Wealth Management 401(k) Plan

401(k) retirement plan · Undivided Wealth Management, LLC's Undivided Wealth Management 401(k) Plan held $1.8M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Kimberly Rubenstein signed Undivided Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Kimberly Rubenstein — 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

Undivided Wealth Management, LLC's EIN is 82-5525404.

EIN 82-5525404

Plan number 001

Plan year 2025

ACK ID 20260318124747NAL0003864032001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Undivided Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Undivided Wealth Management, 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 UNDIVIDED WEALTH MANAGEMENT, LLC.

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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