How big is United Financial Network LLC's plan?

United Financial Network LLC's plan reported $253K in assets and 37 participants for 2024.

Original filing (PDF)20250718151944NAL0001985201001

United Financial Network LLC

Name: United Financial Network LLC — United Financial, Form 5500 (2024)
Creator: United Financial Network LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Financial Network LLC 401(k) Plan

401(k) retirement plan · United Financial Network LLC's United Financial Network LLC 401(k) Plan held $253K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Marcus Bowie signed United Financial Network LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

United Financial Network LLC's EIN is 92-3995566.

EIN 92-3995566

Plan number 001

Plan year 2024

ACK ID 20250718151944NAL0001985201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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