Plan Snapshot
- Plan Sponsor: Unipres U.S.A., INC.
- Sponsor EIN: 621305355
- Sponsor Address: 201 KIRBY DR, PORTLAND, TN, 371480799
- Plan Type: 401(k)
- Total Participants: 668
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 668 | $31.6M | $832,017 | $2.2M |
| 2023 | 587 | $28.6M | $865,581 | $2.1M |
| 2022 | 558 | $24.9M | $807,045 | $2.0M |
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 |
|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING | RECORDKEEPER | $120,718 | — | $120,718 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,718
- Estimated Expense Ratio: 0.382% 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 | $120,718 | — | — | — | — |
| 2023 | $117,780 | — | — | $117,780 | — |
| 2022 | $117,817 | — | — | — | — |