# Unity Bank 401(k) Plan
Source: https://planprovider.pro/companies/unity-bank-401k-plan-001-2570

> Unity Bank's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unity Bank

- **Sponsor EIN:** 390532570

- **Sponsor Address:** 207 W LINCOLN STREET, AUGUSTA, WI, 54722

- **Plan Type:** 401(k)

- **Total Participants:** 135

- **Total Assets:** $8.3M

## 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|135|$8.3M|$318,896|$667,905|

| 2023|134|$7.9M|$305,313|$642,826|

| 2022|141|$7.2M|$298,026|$656,105|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$33,058|—|$33,058|

| CETERA INVESTMENT ADVISERS LLC|INVESTMENT ADVISORY|—|$11,845|$11,845|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,903

- **Estimated Expense Ratio:** 0.544% 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|$33,058|—|$33,058|—|—|

| 2023|$28,417|—|$28,417|—|—|

| 2022|$14,614|—|—|—|—|

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