Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › United 401(k) Plans, Inc.
United 401(k) Plans, Inc.
- Service provider, as named on Schedule C
- EIN 205321813
- Plan year 2024
- Direct compensation reported $2,538,017
Assets of those plans
$574,301,975
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,538,017
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 14 | Plan administrator | 8 |
| 64 | Recordkeeping fees | 7 |
| 50 | Direct payment from the plan | 6 |
| 65 | Account maintenance fees | 5 |
| 37 | Participant loan processing | 3 |
| 15 | Recordkeeping and information management | 3 |
| 13 | Contract administrator | 2 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Resource Management, Inc. 401(k) Planrecordkeeper | Resource Management | $297,636,138 | 6,832 | $1,159,727 |
| Pea(k) Utah's Pooled Employer 401(k) Planrecordkeeper | United 401(k) Plans Inc. DBA | $141,729,316 | 5,767 | $1,215,773 |
| Heartflow, Inc. 401(k) Plan | Heartflow | $40,484,015 | 750 | $20,179 |
| LHR Retirement Planrecordkeeper | Lighthouse Resources | $24,215,531 | 191 | $6,869 |
| Intercap Lending 401(k) Retirement Plan | Intercap Lending | $19,075,874 | 438 | $7,510 |
| Security Properties Residential, LLC 401(k) Planrecordkeeper | Security Properties Residential LL | $15,242,943 | 685 | $79,070 |
| Maxway 401(k) and Profit Sharing Planrecordkeeper | Maxway Trucking | $12,359,759 | 468 | $15,965 |
| Veritas Funding. LLC Retirement Plan | Veritas Funding | $12,011,457 | 691 | $5,562 |
| Friendly Home Services Group, LLC 401(k) Plan Planrecordkeeper | Friendly Home Services Group | $5,044,981 | 154 | $18,012 |
| Salt Lake Brewing Co. , LLC 401(k) P/S Planrecordkeeper | Salt Lake Brewing | $4,160,949 | 117 | $2,024 |
| Una's Nonprofit Retirement Solutionrecordkeeper | United 401(k) Plans Inc. DBA | $2,341,012 | 166 | $7,326 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.