Retirement plan

UNITED FOR GROWTH, LLC 401(K) PROFIT SHARING PLAN

Name: UNITED FOR GROWTH, LLC - UNITED FOR GROWTH, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: UNITED FOR GROWTH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED FOR GROWTH, LLC 401(K) PROFIT SHARING PLAN, UNITED FOR GROWTH, LLC

UNITED FOR GROWTH, LLCEIN 83-2133236Plan #003PY 2025

745 SOUTH ST - CHARDON, OH 440242800440-285-9175unitedforgrowthinc.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.4M

+17.7% from 2024

Total participants

-34.8% from 2024

Average account balance

-100.0% from 2024

Annual return

15.98%

+1.45 pp from 2024

Benchmarks

See 358 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort358 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$102K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$509K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.98%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$423K

$5800 / participant

Other / not subdivided$423K100.0%

% of EOY assets

5.693%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$87,225-100.0%

$158,226-100.0%

$94,015-100.0%

Participation rate

0.0%

67.9%-67.9pp

74.8%-74.8pp

70.8%-70.8pp

Annual return

15.98%

16.34%-0.4pp

501.41%-485.4pp

17.84%-1.9pp

Employer contribution / active EE

$2,527

$2,217+14.0%

$2,986-15.4%

$2,790-9.4%

Participant deferral / active EE

$4,445

$3,405+30.5%

$4,317+3.0%

$4,249+4.6%

Admin fee / account holder

$7,888-100.0%

$10,217-100.0%

$8,951-100.0%

UNITED FOR GROWTH, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED FOR GROWTH, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion