Plan Snapshot
- Plan Sponsor: Unither Us Corp
- Sponsor EIN: 364765764
- Sponsor Address: 755 JEFFERSON RD, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $61.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 322 | $61.7M | $1.7M | $2.0M |
| 2023 | 261 | $57.1M | $1.6M | $2.0M |
| 2022 | 281 | $55.5M | $1.6M | $2.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $77,127 | — | $77,127 |
| ADP, INC. | RECORD KEEPER | $28,204 | — | $28,204 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,331
- Estimated Expense Ratio: 0.171% 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 | $182,460 | $77,128 | — | — | — |
| 2023 | $106,166 | $72,157 | — | — | — |
| 2022 | $105,143 | — | — | — | — |