Plan Snapshot
- Plan Sponsor: Unico Properties LLC
- Sponsor EIN: 342065558
- Sponsor Address: 1326 FIFTH AVE, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $62.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 213 | $62.6M | $1.2M | $2.9M |
| 2023 | 251 | $57.1M | $1.9M | $3.5M |
| 2022 | 307 | $46.1M | $1.9M | $3.4M |
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 |
|---|---|---|---|---|
| CLARK NUBER, PS | 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 | $152,362 | $109,768 | — | — | — |
| 2023 | $154,988 | $95,847 | — | — | — |
| 2022 | $173,010 | — | — | — | — |