How big is Unified Retirement Specialists' plan?

Unified Retirement Specialists' plan reported $363K in assets and 10 participants for 2024.

Original filing (PDF)20251002135354NAL0000914608001

Unified Retirement Specialists

Name: Unified Retirement Specialists — Unified Retirement, Form 5500 (2024)
Creator: Unified Retirement Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unified Retirement Specialists 401(k) Plan

401(k) retirement plan · Unified Retirement Specialists' Unified Retirement Specialists 401(k) Plan held $363K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

Plan identifiers

Unified Retirement Specialists' EIN is 83-2163734.

EIN 83-2163734

Plan number 001

Plan year 2024

ACK ID 20251002135354NAL0000914608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unified Retirement Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unified Retirement Specialists' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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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 (85th percentile).

Plan sponsor

Name

UNIFIED RETIREMENT SPECIALISTS

EIN

all filings

Address

17002 MARCY STREET · SUITE 120 · OMAHA, NE · 68118

Phone

(402) 261-7089

Industry

Finance & Insurance

Plan administrator