Plan Snapshot
- Plan Sponsor: Unitech Composites, INC.
- Sponsor EIN: 820355286
- Sponsor Address: 10413 N. AERO DRIVE, HAYDEN, ID, 83835
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 115
- Total Assets: $9.9M
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. |
|---|---|---|---|---|
| 2023 | 115 | $9.9M | $334,546 | $536,551 |
| 2022 | 135 | $9.4M | $447,864 | $675,107 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | Investment Advisor | $36,153 | — | $36,153 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $21,232 | — | $21,232 |
| RANDALL & HURLEY, INC. | Other Service Provider | $9,720 | — | $9,720 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,105
- Estimated Expense Ratio: 0.679% 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 |
|---|---|---|---|---|---|
| 2023 | $66,355 | — | — | — | — |
| 2022 | $50,613 | — | — | — | $50,613 |