# Unifirst Corporation 401(k) Plan
Source: https://planprovider.pro/companies/unifirst-corporation-401k-plan

> Unifirst Corporation's 401(k) plan: 12,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unifirst Corporation

- **Sponsor EIN:** 042103460

- **Sponsor Address:** 68 JONSPIN ROAD, WILMINGTON, MA, 018871090

- **Plan Type:** 401(k)

- **Total Participants:** 12,174

- **Total Assets:** $554.2M

## 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|12,174|$554.2M|$19.1M|$25.0M|

| 2023|11,814|$510.7M|$18.0M|$23.7M|

| 2022|11,487|$452.3M|$16.6M|$22.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$674,885|—|$674,885|

| CAPFINANCIAL PARTNERS, LLC.|CONSULTANT|$110,912|—|$110,912|

| OGLETREE, DEAKINS, NASH, SMOAK & ST|OTHER|$44,385|—|$44,385|

| BAKER NEWMAN & NOYES LLC|AUDITOR|$29,400|—|$29,400|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $859,582

- **Estimated Expense Ratio:** 0.155% 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|$859,476|$111,592|—|$29,400|—|

| 2023|$784,612|$107,681|—|$28,000|—|

| 2022|$823,046|—|—|—|—|

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