Plan Snapshot
- Plan Sponsor: Unify INC.
- Sponsor EIN: 262722137
- Sponsor Address: ATTENTION HUMAN RESOURCES, MESA, AZ, 85202
- Plan Type: DB
- Total Participants: 62
- Total Assets: $212.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 62 | $212.4M | $0 | $0 |
| 2023 | 82 | $231.9M | $0 | $0 |
| 2022 | 120 | $235.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| AMUNDI PIONEER | INVESTMENT MANAGEMENT | $208,048 | — | $208,048 |
| AON CONSULTING, INC. | ACTUARY | $163,185 | — | $163,185 |
| BANK OF AMERICA | TRUSTEE | $132,824 | — | $132,824 |
| HARDING,SHYMANSKI & COMPANY, P.S.C. | AUDITOR | $102,414 | — | $102,414 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — ACTUARY
- HARDING,SHYMANSKI & COMPANY, P.S.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $606,471
- Estimated Expense Ratio: 0.286% 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 | $678,144 | $208,048 | — | — | — |
| 2023 | $975,210 | $163,964 | — | $67,408 | — |
| 2022 | $884,101 | $254,630 | — | — | $412,487 |