How big is Unite Capital Holdings, LLC's plan?

Unite Capital Holdings, LLC's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20251010113215NAL0004189603001

Unite Capital Holdings, LLC

Name: Unite Capital Holdings, LLC — Unite Capital, Form 5500 (2024)
Creator: Unite Capital Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Unite Capital Holdings, LLC 401(k) Plan

401(k) retirement plan · Unite Capital Holdings, LLC's Unite Capital Holdings, LLC 401(k) Plan held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Richard Tatum signed Unite Capital Holdings, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Unite Capital Holdings, LLC's EIN is 92-0756211.

EIN 92-0756211

Plan number 001

Plan year 2024

ACK ID 20251010113215NAL0004189603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Unite Capital Holdings, 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 UNITE CAPITAL HOLDINGS, LLC.

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Plan health score

Above-average plan

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

Knocking points off