Original filing (PDF)20250709162810NAL0003495155001

UNOFFICIAL MANAGEMENT, INC.

Name: UNOFFICIAL MANAGEMENT, INC. — UNOFFICIAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: UNOFFICIAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

UNOFFICIAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

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

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

Decision-maker contacts

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

Plan sponsor

Name

UNOFFICIAL MANAGEMENT, INC.

EIN

85-4306466

Address

149 5TH AVE · SECOND FLOOR EAST · NEW YORK, NY · 10010

Phone

(580) 952-9740

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NATALIE TAYLOR CONSULTING SERVICES LLC

NATALIE TAYLOR CONSULTING SERVICES LLC 401(K) PLAN

$493K · 3 participants

LIVE OAK PUBLIC FINANCE, LLC

LIVE OAK PUBLIC FINANCE, LLC 401(K) PLAN

$484K · 5 participants

DOUBLE RIVER SERVICES, LLC

DOUBLE RIVER SERVICES, LLC 401(K) PLAN

$482K · 16 participants

ANCHOR PEABODY ADVISORY SERVICES, LLC

ANCHOR PEABODY ADVISORY SERVICES 401(K) PLAN

$482K · 10 participants

GLD MANAGEMENT INC

GLD MANAGEMENT INC 401(K) P/S PLAN