Plan Snapshot
- Plan Sponsor: United Notions, INC.
- Sponsor EIN: 751473570
- Sponsor Address: 13800 HUTTON DRIVE, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $29.4M
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 | 98 | $29.4M | $296,702 | $576,433 |
| 2023 | 110 | $27.7M | $300,849 | $597,082 |
| 2022 | 109 | $23.2M | $842,229 | $586,602 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $40,725 | — | $40,725 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,725
- Estimated Expense Ratio: 0.138% 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 | $41,533 | $40,725 | — | — | — |
| 2023 | $46,881 | $36,136 | — | — | — |
| 2022 | $53,925 | — | $53,925 | — | — |