Plan Snapshot
- Plan Sponsor: Unified Residential Management, LLC
- Sponsor EIN: 842441320
- Sponsor Address: 10330-DD LAKE ROAD, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $579,394
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 | 134 | $579,394 | $106,210 | $128,718 |
| 2023 | 86 | $488,913 | $101,744 | $122,632 |
| 2022 | 67 | $255,657 | $77,912 | $102,453 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $790 | $406 | — | — | — |
| 2023 | $573 | $265 | — | — | — |
| 2022 | $3,773 | $3,772 | $1 | — | — |