# Unbound 403(b) Plan
Source: https://planprovider.pro/companies/unbound-431243999-002

> Unbound's 403(b) plan: 180 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Unbound

- **Sponsor EIN:** 431243999

- **Sponsor Address:** 1 ELMWOOD AVENUE, KANSAS CITY, KS, 66103

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 180

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|180|$22.3M|$0|$0|

| 2024|114|$18.8M|$537,643|$694,724|

| 2023|114|$18.8M|$696,823|$937,261|

| 2022|147|$15.1M|$565,819|$679,925|

## 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|

| FREESTATE ADVISORS LLC|Investment Advisor|$39,294|—|$39,294|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,294

- **Estimated Expense Ratio:** 0.177% 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|

| 2025|$1,157,369|$39,294|$2,330|—|—|

| 2024|$40,506|$36,547|$2,853|—|—|

| 2023|$34,973|—|$2,447|—|—|

| 2022|$34,172|$30,859|$1,757|—|$1,556|

## Similar Plans

- [Presbyterian Manors Of Mid-America, INC.](https://planprovider.pro/companies/presbyterian-manors-of-mid-america-inc-plan-003) — 1,904 participants

- [Mainstream Nonprofit Solutions](https://planprovider.pro/companies/mainstream-nonprofit-solutions-401k-plan) — 1,520 participants

- [Kansas Independent College Association](https://planprovider.pro/companies/kansas-independent-college-association-480636041-501) — 1,230 participants

- [Great Plains Health Alliance](https://planprovider.pro/companies/great-plains-health-alliance-403b-plan) — 1,019 participants

- [Mainstream Nonprofit Solutions, INC.](https://planprovider.pro/companies/mainstream-nonprofit-solutions-inc-261163697-501) — 943 participants

- [Great Plains Health Alliance](https://planprovider.pro/companies/great-plains-health-alliance-401k-plan) — 867 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unbound-431243999-002)

© 2026 PlanProvider.Pro