Plan Snapshot
- Plan Sponsor: Unissant, INC.
- Sponsor EIN: 541954984
- Sponsor Address: 12901 WORLDGATE DRIVE, HERNDON, VA, 20170
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $8.2M
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 | 89 | $8.2M | $91,561 | $1.2M |
| 2023 | 127 | $8.1M | $185,651 | $1.2M |
| 2022 | 148 | $5.9M | $64,415 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,050 | — | $35,050 |
| CLOSED DLR-FSC SECURITIES CORP | ADVISOR | $7,500 | — | $7,500 |
| APRIO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,550
- Estimated Expense Ratio: 0.516% 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 | $45,985 | $10,935 | — | — | — |
| 2023 | $42,575 | $10,344 | — | — | — |
| 2022 | $36,618 | $64 | — | — | — |