Plan Snapshot
- Plan Sponsor: Unipres Alabama, INC.
- Sponsor EIN: 471278115
- Sponsor Address: 990 DUNCAN FARMS ROAD, STEELE, AL, 35987
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $4.7M | $265,290 | $398,564 |
| 2023 | 217 | $3.7M | $244,658 | $344,246 |
| 2022 | 195 | $3.1M | $196,713 | $298,876 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
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 | $32,205 | — | — | — | — |
| 2023 | $27,727 | — | — | — | — |
| 2022 | $28,454 | $28,454 | — | — | — |