How big is Untva PLLC's plan?

Untva PLLC's plan reported $163K in assets and 11 participants for 2023.

Original filing (PDF)20240617114857NAL0001036145001

Untva PLLC

Name: Untva PLLC — Untva PLLC 401(k) Plan, Form 5500 (2023)
Creator: Untva PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Untva PLLC 401(k) Plan

401(k) retirement plan · Untva PLLC's Untva PLLC 401(k) Plan held $163K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

Plan identifiers

Untva PLLC's EIN is 85-1849471.

EIN 85-1849471

Plan number 001

Plan year 2023

ACK ID 20240617114857NAL0001036145001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Untva PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UNTVA PLLC

EIN

all filings

Address

15294 W BROOKSIDE LN · SURPRISE, AZ · 85374

Phone

(702) 622-5123

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Name

401GO, INC.

EIN

84-2925395

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-12-31

Filed

2024-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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