# Unified Group Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/unified-group-services-inc-401k-plan

> Unified Group Services INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/whitinger-and-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|—|—|

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