Search public Form 5500 filings

Filters & tools • active

4 results

Plans

planPea(K) Utah'S Pooled Employer 401(K) PlanFinancial statementProvider compensation2023 filing
$99.8Mreported assets (EOY)
Sponsor: United 401(K) Plans, Inc. DbaEIN: 20-5321813Plan: 001Participants: 6,600Assets: $99,833,578Location: Salt Lake City, UTLatest: 2023
View full financial statement →
planFocus Alaska Pooled Employer 401(K) PlanFinancial statementProvider compensation2023 filing
$2.1Mreported assets (EOY)
Sponsor: United 401(K) Plans, Inc.EIN: 20-5321813Plan: 003Participants: 129Assets: $2,102,082Location: Salt Lake City, UTLatest: 2023
View full financial statement →
planUna'S Nonprofit Retirement SolutionFinancial statementProvider compensation2023 filing
$987.3Kreported assets (EOY)
Sponsor: United 401(K) Plans, Inc. Dba Elevate401(K)EIN: 20-5321813Plan: 002Participants: 199Assets: $987,317Location: Salt Lake City, UTLatest: 2023
View full financial statement →
planMomentum Employer Group Pooled Employer 401(K) PlanFinancial statement2023 filing
$67.5Kreported assets (EOY)
Sponsor: United 401(K) Plans, Inc.EIN: 20-5321813Plan: 004Participants: 45Assets: $67,468Location: Salt Lake City, UTLatest: 2023
View full financial statement →