Plan Snapshot
- Plan Sponsor: Unispace Of North America, LLC
- Sponsor EIN: 900793408
- Sponsor Address: 75 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $12.2M
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 | 110 | $12.2M | $579,247 | $1.1M |
| 2023 | 113 | $11.3M | $656,416 | $1.3M |
| 2022 | 127 | $9.2M | $803,195 | $1.5M |
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 SMITH BARNEY LLC | Recordkeeper | $58,904 | — | $58,904 |
| STANCORP FINANCIAL GROUP | Recordkeeper | $45,170 | — | $45,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,074
- Estimated Expense Ratio: 0.855% 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 | $104,074 | $58,904 | $45,170 | — | — |
| 2023 | $104,763 | $60,460 | $44,303 | — | — |
| 2022 | $88,041 | — | $88,041 | — | — |