# Unitedlex Corporation 401(k) Plan
Source: https://planprovider.pro/companies/unitedlex-corporation-401k-plan

> Unitedlex Corporation's 401(k) plan: 827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [THE CJ GROUP PLLC](https://planprovider.pro/provider/the-cj-cpa-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unitedlex-corporation-401k-plan)

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