Plan Snapshot
- Plan Sponsor: Unire Real Estate Group, INC.
- Sponsor EIN: 330908703
- Sponsor Address: 675 PLACENTIA AVENUE, SUITE 200, BREA, CA, 92821
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 104 | $8.9M | $63,339 | $637,870 |
| 2023 | 99 | $7.3M | $61,728 | $567,762 |
| 2022 | 87 | $5.9M | $46,327 | $456,346 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $29,319 | — | $29,319 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $18,982 | — | $18,982 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,230 | — | $7,230 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,531
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 |
|---|---|---|---|---|---|
| 2025 | $2,426,603 | $36,549 | — | — | — |
| 2024 | $67,587 | $27,486 | — | — | — |
| 2023 | $242,300 | — | — | — | — |
| 2022 | $218,350 | — | — | — | — |