How big is Unbound NOW's plan?

Unbound NOW's plan reported $523K in assets and 109 participants for 2025.

Original filing (PDF)20260511165531NAL0005958753001

Unbound NOW

Name: Unbound NOW — Unbound NOW 403(b)(7) Retirement Plan, Form 5500 (2025)
Creator: Unbound NOW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unbound NOW 403(b)(7) Retirement Plan

403(b) retirement plan · Unbound NOW's Unbound NOW 403(b)(7) Retirement Plan held $523K in plan assets for 109 participants in 2025.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

People on this filing

Brian Claus signed Unbound NOW's 2025 Form 5500 as plan administrator.

Brian Claus — 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

Unbound NOW's EIN is 84-4960264.

EIN 84-4960264

Plan number 001

Plan year 2025

ACK ID 20260511165531NAL0005958753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Unbound NOW from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Unbound NOW's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNBOUND NOW.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score