How big is Unitas Financial Services LLC's plan?

Unitas Financial Services LLC's plan reported $2.7M in assets and 35 participants for 2024.

Original filing (PDF)20250915135425NAL0003115922001

Unitas Financial Services LLC

Name: Unitas Financial Services LLC — Unitas Financial, Form 5500 (2024)
Creator: Unitas Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unitas Financial Services LLC 401(k) Plan

401(k) retirement plan · Unitas Financial Services LLC's Unitas Financial Services LLC 401(k) Plan held $2.7M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Unitas Financial Services LLC's EIN is 84-3473689.

EIN 84-3473689

Plan number 001

Plan year 2024

ACK ID 20250915135425NAL0003115922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Unitas Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Unitas Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITAS FINANCIAL SERVICES LLC.

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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