Plan Snapshot
- Plan Sponsor: Unico LLC
- Sponsor EIN: 391092796
- Sponsor Address: 3725 NICHOLSON RD, FRANKSVILLE, WI, 53126
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 419 | $55.4M | $957,780 | $3.3M |
| 2023 | 454 | $51.4M | $1.0M | $3.3M |
| 2022 | 412 | $43.6M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| SCRIBNER, COHEN AND COMPANY, S.C. | Auditor | — | — | $0 |
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 | $69,969 | — | $69,969 | — | — |
| 2023 | $31,993 | — | $31,993 | — | — |
| 2022 | $25,626 | — | $25,626 | — | — |