# Unilock New York, INC. 401(k) Plan
Source: https://planprovider.pro/companies/unilock-new-york-inc-401k-plan

> Unilock New York, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unilock New York, INC.

- **Sponsor EIN:** 980103212

- **Sponsor Address:** 51 INTERNATIONAL BLVD., BREWSTER, NY, 10509

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

- **Total Participants:** 107

- **Total Assets:** $23.6M

## 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|107|$23.6M|$768,735|$818,234|

| 2023|104|$21.1M|$898,523|$765,545|

| 2022|132|$17.3M|$1.1M|$779,382|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$17,296|—|$17,296|

| LAWLEY RETIREMENT ADVISORS|INVESTMENT ADVISORY|$11,136|—|$11,136|

| ACTUARIAL BENEFITS CORP.|OTHER SERVICES|—|$5,249|$5,249|

| LVBW LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LVBW LLP](https://planprovider.pro/provider/lvbw-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,681

- **Estimated Expense Ratio:** 0.143% 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|$29,295|$11,136|$17,296|—|—|

| 2023|$29,307|—|$25,678|—|—|

| 2022|—|—|—|—|—|

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