# Unico Mechanical Corp. 401(k) Plan
Source: https://planprovider.pro/companies/unico-mechanical-corp-401k-plan

> Unico Mechanical Corp.'s 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unico Mechanical Corp.

- **Sponsor EIN:** 204507493

- **Sponsor Address:** P.O. BOX 847, BENICIA, CA, 94510

- **Plan Type:** 401(k)

- **Total Participants:** 298

- **Total Assets:** $14.4M

## 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|298|$14.4M|$200,003|$1.4M|

| 2023|289|$11.7M|$160,000|$1.1M|

| 2022|261|$9.3M|$111,948|$855,972|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$30,682|—|$30,682|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,768|—|$23,768|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,450

- **Estimated Expense Ratio:** 0.378% 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|

| 2024|$54,450|$30,682|—|—|—|

| 2023|$18,852|$22,557|—|—|—|

| 2022|-$3,830|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unico-mechanical-corp-401k-plan)

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