How big is Unigestion US Ltd.'s plan?

Unigestion US Ltd.'s plan reported $3.0M in assets and 7 participants for 2024.

Original filing (PDF)20250415105754NAL0006094098001

Unigestion US Ltd.

Name: Unigestion US Ltd. — Unigestion US Ltd. 401(k) Plan, Form 5500 (2024)
Creator: Unigestion US Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unigestion US Ltd. 401(k) Plan

401(k) retirement plan · Unigestion US Ltd.'s Unigestion US Ltd. 401(k) Plan held $3.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Robin Maggi signed Unigestion US Ltd.'s 2024 Form 5500 as plan administrator.

Robin Maggi — 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

Unigestion US Ltd.'s EIN is 84-1617490.

EIN 84-1617490

Plan number 001

Plan year 2024

ACK ID 20250415105754NAL0006094098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unigestion US Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unigestion US Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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 (97th percentile).

Plan sponsor

Name

UNIGESTION US LTD.

EIN

all filings

Address

STUDIO AT THE SPIRAL · 66 HUDSON BLVD. EAST, 24TH FL. · NEW YORK, NY · 10001

Phone

(646) 449-7672

Industry

Finance & Insurance

Plan administrator