Assets by plan
Share of aggregate retirement assets
Filings through .
United 401(k) Plans, Inc.
EIN 20-5321813Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
4
$148.3M assets
Health & Benefits
0
Participants
10,143
PO BOX 71570 - SALT LAKE CITY, UT 84171801-746-0595
Retirement portfolio analytics
4 plans aggregated / $148.3M assets / 10,143 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN
401(k)
Assets$141.7M
Participants9,619
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN
401(k)
Assets$3.3M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UNA'S NONPROFIT RETIREMENT SOLUTION
401(k)
Assets$2.3M
Participants282
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
MOMENTUM EMPLOYER GROUP POOLED EMPLOYER 401(K) PLAN
401(k)
Assets$860K
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN | 401(k) | $141.7M | 9,619 | 2024 |
| #003 | FOCUS ALASKA POOLED EMPLOYER 401(K) PLAN | 401(k) | $3.3M | 161 | 2025 |
| #002 | UNA'S NONPROFIT RETIREMENT SOLUTION | 401(k) | $2.3M | 282 | 2024 |
| #004 | MOMENTUM EMPLOYER GROUP POOLED EMPLOYER 401(K) PLAN | 401(k) | $860K | 81 | 2024 |
- #001 · 401(k) · 20249,619
- #003 · 401(k) · 2025161
- #002 · 401(k) · 2024282
- #004 · 401(k) · 202481
Retirement plans