Plan Snapshot
- Plan Sponsor: Unbolt, INC.
- Sponsor EIN: 274382456
- Sponsor Address: 7518 HIGHWAY 60, CEDARBURG, WI, 53012
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 170 | $7.8M | $454,883 | $770,227 |
| 2023 | 199 | $7.2M | $447,385 | $752,208 |
| 2022 | 109 | $5.4M | $305,494 | $528,931 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $35,893 | $25,684 | $9,080 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $26,903 | $18,933 | $7,970 | — | — |