Plan Snapshot
- Plan Sponsor: Uni-Cast
- Sponsor EIN: 020512513
- Sponsor Address: 11 INDUSTRIAL DRIVE, LONDONDERRY, NH, 03053
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $11.9M
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 | 198 | $11.9M | $137,685 | $616,401 |
| 2023 | 225 | $10.4M | $134,851 | $595,613 |
| 2022 | 217 | $8.7M | $149,538 | $620,694 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $29,839 | $2,533 | — | — | — |
| 2023 | $25,384 | $2,334 | — | — | — |
| 2022 | $24,405 | $1,254 | — | — | — |