Plan Snapshot
- Plan Sponsor: Unicon International, INC.
- Sponsor EIN: 311306860
- Sponsor Address: 241 OUTERBELT STREET, COLUMBUS, OH, 43213
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $11.2M
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 | 161 | $11.2M | $65,313 | $628,273 |
| 2023 | 201 | $10.7M | $121,835 | $722,401 |
| 2022 | 220 | $8.5M | $120,454 | $788,878 |
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 |
|---|---|---|---|---|
| WHALEN & COMPANY CPA'S | 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 | $22,197 | $918 | — | — | — |
| 2023 | $23,632 | $749 | — | — | — |
| 2022 | $20,780 | $1,094 | — | — | — |