How big is Udall Financial, LLC's plan?

Udall Financial, LLC's plan reported $879K in assets and 4 participants for 2024.

Original filing (PDF)20250910172011NAL0013306787001

Udall Financial, LLC

Name: Udall Financial, LLC — Udall Financial 401(k) Plan, Form 5500 (2024)
Creator: Udall Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Udall Financial 401(k) Plan

401(k) retirement plan · Udall Financial, LLC's Udall Financial 401(k) Plan held $879K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Trace Udall signed Udall Financial, LLC's 2024 Form 5500 as plan administrator.

Trace Udall — 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

Udall Financial, LLC's EIN is 86-0974544.

EIN 86-0974544

Plan number 001

Plan year 2024

ACK ID 20250910172011NAL0013306787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Udall Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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