# Systems Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/systems-unlimited-inc-401k-plan-001-5205

> Systems Unlimited, INC.'s 401(k) plan: 868 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Systems Unlimited, INC.

- **Sponsor EIN:** 420985205

- **Sponsor Address:** 2533 SCOTT BOULEVARD SE, IOWA CITY, IA, 52240

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

- **Total Participants:** 868

- **Total Assets:** $13.6M

## 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|868|$13.6M|$480,377|$1.0M|

| 2023|821|$11.6M|$435,836|$883,235|

| 2022|779|$9.3M|$392,284|$759,840|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORGE FINANCIAL & MANAGEMENT CONS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,709|—|$49,709|—|—|

| 2023|$44,223|$19,276|$24,947|—|—|

| 2022|$33,480|—|$33,480|—|—|

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