Plan Snapshot
- Plan Sponsor: Unit4 Business Software, INC.
- Sponsor EIN: 043461317
- Sponsor Address: 900 LINTON BLVD,, DELRAY BEACH, FL, 33444
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $13.2M
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 | 100 | $13.2M | $218,841 | $805,012 |
| 2023 | 131 | $11.7M | $371,811 | $1.1M |
| 2022 | 163 | $10.1M | $531,892 | $1.6M |
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 |
|---|---|---|---|---|
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,700 | $24,554 | $19,146 | — | — |
| 2023 | $39,109 | $21,694 | $17,415 | — | — |
| 2022 | $23,995 | $12,460 | $11,535 | — | — |