· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNDERHILL FINANCIAL ADVISORS, LLC — UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250719185042NAL0004848032001
UNDERHILL FINANCIAL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
UNDERHILL FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNDERHILL FINANCIAL ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
UNDERHILL FINANCIAL ADVISORS, LLC
EIN
86-1012452
Address
3146 N SWAN ROAD · TUCSON, AZ · 85712
Phone
(520) 795-2950
Industry
Finance & Insurance
see 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
2025-07-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BEAM WEALTH ADVISORS, INC.
BEAM WEALTH ADVISORS, INC. 401(K) P/S PLAN
$3.5M · 14 participants
BENDZINSKI & COMPANY MUNICIPAL FINANCE ADVISORS
BENDZINSKI & CO. PROFIT SHARING PLAN AND TRUST
$3.5M · 4 participants
RESONANT CAPITAL ADVISORS LLC
RESONANT CAPITAL ADVISORS LLC 401(K) PLAN
$3.5M · 21 participants
DEC ASSOCIATES, INC.
DEC ASSOCIATES, INC. 401(K) PLAN
$3.5M · 3 participants
WEALTH MANAGEMENT GROUP OF NA, LLC
WEALTH MANAGEMENT GROUP OF NA, LLC 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 9 participants
SPRING LAKE EQUITY MANAGEMENT LLC
SPRING LAKE EQUITY MANAGEMENT LLC 401(K) PLAN
$3.5M · 4 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
