Plan Snapshot
- Plan Sponsor: Unitedlex Corporation
- Sponsor EIN: 205529066
- Sponsor Address: 6130 SPRINT PARKWAY, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 827
- Total Assets: $39.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 827 | $39.2M | $590,339 | $3.7M |
| 2023 | 662 | $34.1M | $663,786 | $3.7M |
| 2022 | 838 | $29.4M | $798,384 | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $61,741 | — | $61,741 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,366 | — | $7,366 |
| THE CJ GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- THE CJ GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,107
- Estimated Expense Ratio: 0.176% 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 | $68,978 | $7,366 | — | — | — |
| 2023 | $59,794 | $6,011 | — | — | — |
| 2022 | $83,542 | $4,359 | — | — | — |