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Original filing (PDF)20250212102956NAL0010808931001
UNITEK LEARNING EDUCATION GROUP CORP.
Form 5500
FILING_RECEIVED
UNITEK COLLEGE UTAH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITEK LEARNING EDUCATION GROUP CORP..
Plan sponsor
Name
UNITEK LEARNING EDUCATION GROUP CORP.
EIN
84-3760384
Address
1401 DOVE STREET, SUITE 340 · NEWPORT BEACH, CA · 92660
Phone
(888) 382-8183
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-04-10
Filed
2025-02-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALMICH AND ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $6K | — |
Investments
13 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $0 | — |
| RESOURCES DIVERSIFIED FIXED INCOME ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $0 | — |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2045 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND INC CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND INC 2035 CT AD SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2025 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2050 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2055 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2065 CT ADV SEI TRUST COMPANY · EIN 92-1459838 / PN 032 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2030 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2060 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
| PIMCO REALPATH BLEND 2040 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | $0 | — |
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