Unchained Capital, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Unchained Capital, INC.
  • Sponsor EIN: 814173373
  • Sponsor Address: 601 CONGRESS AVE. SUITE 200, AUSTIN, TX, 78701
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 155
  • Total Assets: $5.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025155$5.6M$0$0
2024116$3.2M$398,912$739,775
20230$0$11,482$18,742
20220$1.0M$214,547$493,535

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