How big is Unbound Philanthropy's plan?

Unbound Philanthropy's plan reported $4.6M in assets and 9 participants for 2025.

Original filing (PDF)20260401120759NAL0001164449001

Unbound Philanthropy

Name: Unbound Philanthropy — Unbound Philanthropy 401(k), Form 5500 (2025)
Creator: Unbound Philanthropy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unbound Philanthropy 401(k) Plan

401(k) retirement plan · Unbound Philanthropy's Unbound Philanthropy 401(k) Plan held $4.6M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Christopher Percopo signed Unbound Philanthropy's 2025 Form 5500 as plan administrator.

Christopher Percopo — 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

Unbound Philanthropy's EIN is 83-0411606.

EIN 83-0411606

Plan number 001

Plan year 2025

ACK ID 20260401120759NAL0001164449001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Unbound Philanthropy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

UNBOUND PHILANTHROPY

EIN

all filings

Address

575 MADISON AVENUE · SUITE 1600 · NEW YORK, NY · 10022

Phone

(212) 219-1009

Industry

Other Services (ex. Public Admin)

Plan administrator