Plan Snapshot
- Plan Sponsor: Unisource Solutions, INC.
- Sponsor EIN: 954117599
- Sponsor Address: 8350 REX ROAD, PICO RIVERA, CA, 90660
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $8.9M
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. |
|---|---|---|---|---|
| 2024 | 100 | $8.9M | $52,007 | $338,388 |
| 2023 | 107 | $8.9M | $57,529 | $376,598 |
| 2022 | 111 | $7.9M | $59,078 | $410,405 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | Investment Advisor | $21,467 | — | $21,467 |
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $19,939 | — | $19,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH LIFE AGENCY, INC. — Investment Advisor
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,406
- Estimated Expense Ratio: 0.465% 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 | $41,406 | $21,467 | — | — | — |
| 2023 | $47,794 | $20,479 | — | — | — |
| 2022 | $62,381 | $22,959 | — | — | — |