Plan Snapshot
- Plan Sponsor: Unicare INC
- Sponsor EIN: 364908825
- Sponsor Address: 1510 S ESCONDIDO BLVD STE 101, ESCONDIDO, CA, 920256017
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 103 | $1.2M | $0 | $230,299 |
| 2023 | 208 | $1.2M | $0 | $282,083 |
| 2022 | 172 | $847,496 | $0 | $308,322 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $17,791 | $9,506 | $7,425 | — | — |
| 2023 | $12,980 | $8,081 | $4,039 | — | — |
| 2022 | $8,549 | $5,281 | $3,268 | — | — |