# Unique Insurance Managers 401(k) Plan
Source: https://planprovider.pro/companies/unique-insurance-managers-401k-plan

> Unique Insurance Managers's 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unique-insurance-managers-401k-plan)

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