Plan Snapshot
- Plan Sponsor: Unite Private Networks, LLC
- Sponsor EIN: 273483570
- Sponsor Address: 120 W. 12TH STREET, 11TH FLOOR, KANSAS CITY, MO, 64105
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $42,344
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $42,344 | $823,448 | $2.3M |
| 2023 | 356 | $19.7M | $1.0M | $3.3M |
| 2022 | 344 | $13.7M | $603,368 | $1.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $24,843 | — | $24,843 |
| CREATIVE PLANNING, INC. | Investment Advisor | $16,097 | — | $16,097 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- CREATIVE PLANNING, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,940
- Estimated Expense Ratio: 96.684% 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 | $40,940 | $16,097 | $24,843 | — | — |
| 2023 | $107,132 | $65,896 | — | — | — |
| 2022 | $92,717 | — | — | — | $92,717 |