Plan Snapshot
- Plan Sponsor: Unicom, INC.
- Sponsor EIN: 954539998
- Sponsor Address: 15535 SAN FERNANADO MISSION BLVD, MISSION HILLS, CA, 91345
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $96.3M
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 | 457 | $96.3M | $386,467 | $4.2M |
| 2023 | 468 | $87.2M | $397,270 | $4.3M |
| 2022 | 459 | $76.1M | $388,244 | $4.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | NONE | $285,278 | — | $285,278 |
| LOCKTON INVESTMENT ADVISORS, LLC | NONE | $70,035 | — | $70,035 |
| BPM LLP | AUDITOR | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — NONE
- BPM LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $371,313
- Estimated Expense Ratio: 0.385% 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 | $371,313 | $70,035 | $285,278 | $16,000 | — |
| 2023 | $215,325 | $63,189 | $152,136 | — | — |
| 2022 | $307,714 | $84,141 | $223,573 | — | — |