Plan Snapshot
- Plan Sponsor: Unified Care Services LLC
- Sponsor EIN: 954626030
- Sponsor Address: 2368 TORRANCE BLVD, TORRANCE, CA, 90501
- Plan Type: 401(k)
- Total Participants: 730
- Total Assets: $12.7M
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 | 730 | $12.7M | $93,069 | $886,251 |
| 2023 | 692 | $12.4M | $124,714 | $1.2M |
| 2022 | 1,579 | $11.4M | $139,561 | $1.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $44,881 | $6,278 | — | — | — |
| 2023 | $43,141 | $5,844 | $37,297 | — | — |
| 2022 | $46,334 | $11,166 | $35,168 | — | — |