# Unify Energy Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/unify-energy-solutions-llc-401k-plan

> Unify Energy Solutions, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unify Energy Solutions, LLC

- **Sponsor EIN:** 455132957

- **Sponsor Address:** 13221 LOCKWOOD RD STE 108, HOUSTON, TX, 77044

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

- **Total Participants:** 126

- **Total Assets:** $3.9M

## 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|126|$3.9M|$4,750|$588,096|

| 2023|105|$3.1M|$0|$521,024|

| 2022|99|$2.6M|$0|$597,198|

## 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|

| DESROCHES PARTNERS|Independent Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DESROCHES PARTNERS](https://planprovider.pro/provider/desroches-partners) — Independent 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|—|—|—|—|—|

| 2023|$1,892|—|—|—|—|

| 2022|$1,925|—|—|—|—|

## Similar Plans

- [D&H United Fueling Solutions, INC.](https://planprovider.pro/companies/d-h-united-fueling-solutions-inc-401k-plan) — 823 participants

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