Plan Snapshot
- Plan Sponsor: Unaka Company, INC.
- Sponsor EIN: 620506766
- Sponsor Address: 1500 INDUSTRIAL ROAD, GREENEVILLE, TN, 37445
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 683
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 683 | $1.4M | $4.1M | $1.6M |
| 2023 | 648 | $897,410 | $4.0M | $1.7M |
| 2022 | 720 | $245,824 | $4.6M | $1.7M |
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 |
|---|---|---|---|---|
| TELADOC HEALTH, INC. | Other Service Provider | — | $20,539 | $20,539 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,539
- Estimated Expense Ratio: 1.498% of plan assets
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 | $340,495 | — | — | — | — |
| 2023 | $368,471 | — | — | — | — |
| 2022 | $293,941 | — | — | — | — |