How big is Unique Wealth, LLC's plan?

Unique Wealth, LLC's plan reported $3.5M in assets and 9 participants for 2024.

Original filing (PDF)20250721092924NAL0001241889001

Unique Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Unique Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Unique Wealth, LLC's Unique Wealth, LLC 401(k) Profit Sharing Plan held $3.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Unique Wealth, LLC's EIN is 86-2346598.

EIN 86-2346598

Plan number 001

Plan year 2024

ACK ID 20250721092924NAL0001241889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unique Wealth, 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 UNIQUE WEALTH, 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