Original filing (PDF)20250618144229NAL0006434594001

UNLOCK HEALTH INC.

Name: UNLOCK HEALTH INC. — UNLOCK HEALTH 401(K) PLAN, Form 5500 (2024)
Creator: UNLOCK HEALTH INC.

Form 5500-SF

FILING_RECEIVED

UNLOCK HEALTH 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

369

Accounts w/ balance

417

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNLOCK HEALTH INC..

Plan sponsor

Name

UNLOCK HEALTH INC.

EIN

83-1781503

Address

209 10TH AVENUE SOUTH, SUITE 530 · NASHVILLE, TN · 37203

Phone

(615) 249-8174

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

LY BROTHERS CORPORATION

SUGAR BOWL BAKERY 401(K) PLAN

$15.0M · 462 participants

PORTO'S BAKERY, INC.

PORTO'S BAKERY, INC. 401(K) PLAN

$10.0M · 1,598 participants

NEW JERSEYS FINEST BAGELS, LLC

NEW JERSEY'S FINEST BAGELS, LLC PENSION PLAN

$9.7M · 11 participants

INTER-COUNTY BAKERS, INC

INTER-COUNTY BAKERS, INC. 401(K) PROFIT SHARING PLAN - NON UNION EMPLOYEES

$8.8M · 72 participants

TIFF'S TREATS GP, LLC

TIFF'S TREATS GP, LLC 401(K) PLAN