Plan Snapshot
- Plan Sponsor: Unique Insurance Managers
- Sponsor EIN: 814712154
- Sponsor Address: 8725 W. HIGGINS ROAD, FLOOR 9, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $8.9M
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 | 241 | $8.9M | $534,757 | $927,566 |
| 2023 | 234 | $8.3M | $505,646 | $908,331 |
| 2022 | 258 | $6.3M | $510,978 | $948,582 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $22,291 | — | — | — | — |
| 2023 | $19,772 | — | $19,403 | — | — |
| 2022 | $23,657 | — | — | — | $23,657 |