# Unifrax I LLC 401(k) Plan
Source: https://planprovider.pro/companies/unifrax-i-llc-401k-plan

> Unifrax I LLC's 401(k) plan: 1,779 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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