Plan Snapshot
- Plan Sponsor: Unissant, INC.
- Sponsor EIN: 541954984
- Sponsor Address: 12901 WORLDGATE DRIVE, HERNDON, VA, 20170
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 43
- Total Assets: $106,226
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43 | $106,226 | $565,036 | $279,361 |
| 2023 | 91 | $2,257 | $445,969 | $289,116 |
| 2022 | 99 | $47,625 | $43,321 | $25,783 |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $30,300 | — | $30,300 |
| THE CAPITAL GROUP | Investment Advisor | $25,000 | — | $25,000 |
| THE BENECON GROUP, LLC | Investment Advisor | $16,393 | — | $16,393 |
| CONNECTCARE3 | Other Service Provider | $5,684 | — | $5,684 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,377
- Estimated Expense Ratio: 72.842% 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 | $831,855 | — | — | — | — |
| 2023 | $892,705 | — | — | — | — |
| 2022 | $21,479 | — | — | — | — |