Plan Snapshot
- Plan Sponsor: Unipart Services America INC.
- Sponsor EIN: 223604361
- Sponsor Address: 85 CHESTNUT RIDGE ROAD, MONTVALE, NJ, 07645
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 230 | $6.5M | $278,448 | $472,924 |
| 2023 | 201 | $5.9M | $244,879 | $383,803 |
| 2022 | 187 | $4.5M | $209,849 | $324,846 |
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 |
|---|---|---|---|---|
| SAX LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAX LLP — 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 | $1,211,852 | — | $5,045 | — | — |
| 2023 | $306,698 | — | $4,591 | — | — |
| 2022 | $3,771 | $2,621 | — | — | — |