# United Asset Strategies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-asset-strategies-inc-plan

> United Asset Strategies, INC.'s 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Asset Strategies, INC.

- **Sponsor EIN:** 113104524

- **Sponsor Address:** 377 OAK STREET, GARDEN CITY, NY, 11530

- **Plan Type:** 401(k)

- **Total Participants:** 33

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|33|$12.1M|$342,409|$542,790|

| 2023|30|$9.7M|$293,706|$486,507|

| 2022|31|$7.4M|$418,587|$437,964|

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