# United Equities, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-equities-inc-401k-plan

> United Equities, INC.'s 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Equities, INC.

- **Sponsor EIN:** 742063938

- **Sponsor Address:** 4545 BISSONNET, BELLAIRE, TX, 77401

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

- **Total Participants:** 23

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|23|$6.4M|$90,000|$300,369|

| 2023|23|$6.8M|$70,000|$172,686|

| 2022|21|$6.1M|$68,629|$215,353|

## Similar Plans

- [Coldwell Banker Rick Canup, Realtors](https://planprovider.pro/companies/coldwell-banker-rick-canup-realtors-plan) — 30 participants

- [Commercial Regional Properties](https://planprovider.pro/companies/commercial-regional-properties-401k-plan) — 14 participants

- [Rothchild Properties, Ltd.](https://planprovider.pro/companies/rothchild-properties-ltd-401k-plan) — 10 participants

- [Shelby Resource Management Corp.](https://planprovider.pro/companies/shelby-resource-management-corp-401k-plan) — 9 participants

- [Jorstep, INC.](https://planprovider.pro/companies/jorstep-inc-401k-plan) — 4 participants

- [Bktb Group, INC.](https://planprovider.pro/companies/bktb-group-inc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-equities-inc-401k-plan)

© 2026 PlanProvider.Pro