How big is U1 Consulting Group, Inc.'s plan?

U1 Consulting Group, Inc.'s plan reported $838K in assets and 2 participants for 2024.

Original filing (PDF)20250612192711NAL0027938800001

U1 Consulting Group, Inc.

Name: U1 Consulting Group, Inc. — U1 Consulting Group, Form 5500 (2024)
Creator: U1 Consulting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U1 Consulting Group 401(k) Plan

401(k) retirement plan · U1 Consulting Group, Inc.'s U1 Consulting Group 401(k) Plan held $838K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

People on this filing

Cyrus Colangelo signed U1 Consulting Group, Inc.'s 2024 Form 5500 as plan administrator.

Cyrus Colangelo — 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

U1 Consulting Group, Inc.'s EIN is 94-3300681.

EIN 94-3300681

Plan number 001

Plan year 2024

ACK ID 20250612192711NAL0027938800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for U1 Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

U1 Consulting Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U1 CONSULTING GROUP, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

U1 CONSULTING GROUP, INC.

EIN

all filings

Address

3701 SACRAMENTO STREET #164 · SAN FRANCISCO, CA · 94118

Phone

(415) 751-7080

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator