How big is Undivided Wealth Management's plan?

Undivided Wealth Management's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20250929135404NAL0015291747001

Undivided Wealth Management

Name: Undivided Wealth Management — Undivided Wealth, Form 5500 (2024)
Creator: Undivided Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Undivided Wealth Management MCF Benefit Plan

Health & welfare plan · Undivided Wealth Management's Undivided Wealth Management MCF Benefit Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$704

People on this filing

KARA Corches signed Undivided Wealth Management's 2024 Form 5500 as plan administrator.

KARA Corches — 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's EIN is 82-5525404.

EIN 82-5525404

Plan number 501

Plan year 2024

ACK ID 20250929135404NAL0015291747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Undivided Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Undivided Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score