Plan Snapshot
- Plan Sponsor: Unifrax I LLC
- Sponsor EIN: 341535916
- Sponsor Address: 600 RIVERWALK PARKWAY, TONAWANDA, NY, 14150
- Plan Type: 401(k)
- Total Participants: 1,779
- Total Assets: $262.6M
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 | 1,779 | $262.6M | $6.1M | $12.2M |
| 2023 | 1,816 | $239.8M | $6.5M | $12.7M |
| 2022 | 1,115 | $123.9M | $3.9M | $6.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.004% 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 | $123,234 | $48,506 | $900 | $10,500 | — |
| 2023 | $173,406 | $130,391 | $1,200 | — | — |
| 2022 | $36,512 | $48,386 | — | — | — |