United FP Management 401(k) match, vesting and fees
What United FP Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Coulter & Justus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| United FP Management: employer contribution per participant | $2,665 | |
| Peer median | $1,890 |
| United FP Management: average balance | $39,046 | |
| Peer median | $56,033 |
| United FP Management: admin expenses ÷ assets | 1.03% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.2M at the end of plan year 2021 to $8.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,183 | $8.3M | $568K | $2,665 | 1.03% | Not published | Form 5500 ↗ |
| 2024 | 1,155 | $6.8M | $547K | $2,346 | 1.09% | Not published | Form 5500 ↗ |
| 2023 | 1,022 | $5.6M | $521K | $2,136 | 0.97% | Not published | Form 5500 ↗ |
| 2022 | 928 | $4.5M | $481K | $1,997 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 777 | $4.2M | $389K | $1,852 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does United FP Management match 401(k) contributions?
The match terms for the United Fp Management, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $568K in employer contributions, about $2,665 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United FP Management 401(k) match vested?
The vesting schedule for the United Fp Management, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United FP Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Admin. Group, LLC DBA Tag Resources. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left United FP Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Admin. Group, LLC DBA Tag Resources. The United FP Management old 401(k) page lists the contacts from every plan filing. Find an old United FP Management 401(k)
Data from the public Form 5500 annual reports United FP Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United FP Management. Not financial advice. Report a correction · Methodology