How big is United Vertical Group's plan?

United Vertical Group's plan reported $241K in assets and 8 participants for 2024.

Original filing (PDF)20251010130329NAL0004266739001

United Vertical Group

Name: United Vertical Group — Collaborative Retirement, Form 5500 (2024)
Creator: United Vertical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · United Vertical Group's Collaborative Retirement Trust held $241K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

United Vertical Group's EIN is 85-4073382.

EIN 85-4073382

Plan number 001

Plan year 2024

ACK ID 20251010130329NAL0004266739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Vertical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Vertical Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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