Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED 401(K) PLANS, INC.
EIN 20-5321813Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
4
$148.3M assets
Welfare
0
Participants
10,143
PO BOX 71570 - SALT LAKE CITY, UT 84171801-746-0595
Plans on this EIN
4 filingsRetirement portfolio analytics
4 plans aggregated / $148.3M assets / 10,143 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN
401k
Assets$141.7M
Participants9,619
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN
401k
Assets$3.3M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
UNA'S NONPROFIT RETIREMENT SOLUTION
401k
Assets$2.3M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
MOMENTUM EMPLOYER GROUP POOLED EMPLOYER 401(K) PLAN
401k
Assets$860K
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN | 401k | $141.7M | 9,619 | 2024 | |
| 003 | FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN | 401k | $3.3M | 161 | 2025 | |
| 002 | UNA'S NONPROFIT RETIREMENT SOLUTION | 401k | $2.3M | 282 | 2024 | |
| 004 | MOMENTUM EMPLOYER GROUP POOLED EMPLOYER 401(K) PLAN | 401k | $860K | 81 | 2024 |
Retirement plans