# Unify INC. DB Plan
Source: https://planprovider.pro/companies/unify-inc-plan

> Unify INC.'s DB plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [HARDING,SHYMANSKI & COMPANY, P.S.C.](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unify-inc-plan)

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