Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITAS FINANCIAL SERVICES LLC
EIN 84-3473689insuranceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
80
6543 COMMERCE PARKWAY, SUITE M - DUBLIN, OH 43017800-461-9224unitas360.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 80 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
UNITAS FINANCIAL SERVICES LLC 401(K) PLAN
401k
Assets$2.7M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITAS FINANCIAL SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITAS FINANCIAL SERVICES LLC 401(K) PLAN | 401k | $2.7M | 42 | 2024 | |
| 002 | UNITAS FINANCIAL SERVICES, LLC CASH BALANCE PLAN | CashBalance | $2.6M | 38 | 2025 |
Retirement plans