Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOURCE POINT ONE LLC DBA UNIFI DESIGN
EIN 92-2027347Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$601K assets
Welfare
0
Participants
6
2029 RIVERSIDE DR #102 - COLUMBUS, OH 43221480-349-3204
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $601K assets / 6 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#002
SOURCE POINT ONE LLC DBA UNIFI DESIGN CASH BALANCE PENSION PLAN
CashBalance
Assets$512K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOURCE POINT ONE LLC DBA UNIFI DESIGN RETIREMENT PLAN
401k
Assets$89K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOURCE POINT ONE LLC DBA UNIFI DESIGN CASH BALANCE PENSION PLAN | CashBalance | $512K | 3 | 2024 | |
| 001 | SOURCE POINT ONE LLC DBA UNIFI DESIGN RETIREMENT PLAN | 401k | $89K | 3 | 2024 |
Retirement plans