Plan Snapshot
- Plan Sponsor: Unified Group Services INC.
- Sponsor EIN: 351973675
- Sponsor Address: 3131 EAST 67TH ST, ANDERSON, IN, 46013
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $7.7M
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 | 180 | $7.7M | $340,065 | $600,730 |
| 2023 | 164 | $6.6M | $291,310 | $517,620 |
| 2022 | 142 | $5.6M | $234,316 | $452,500 |
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 |
|---|---|---|---|---|
| BENSLER LLC | NONE | — | $18,400 | $18,400 |
| WHITINGER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,400
- Estimated Expense Ratio: 0.238% 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 | $1,320 | — | $1,320 | — | — |
| 2023 | $736 | — | $736 | — | — |
| 2022 | $485 | — | $485 | — | — |