United Finance Co. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: United Finance Co.
  • Sponsor EIN: 930422717
  • Sponsor Address: 515 EAST BURNSIDE STREET, PORTLAND, OR, 972141109
  • Plan Type: 401(k)
  • Total Participants: 80
  • Total Assets: $15.3M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202580$15.3M$741,986$51,650
202480$15.3M$741,986$51,650
202378$15.6M$687,474$70,800
202266$18.2M$573,210$62,000

Similar Plans