Plan Snapshot
- Plan Sponsor: Unity Bpo INC.
- Sponsor EIN: 811711661
- Sponsor Address: 4100 OSUNA RD. NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $3.3M
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 | 138 | $3.3M | $30,376 | $154,222 |
| 2023 | 135 | $3.6M | $14,066 | $180,916 |
| 2022 | 163 | $3.2M | $12,645 | $213,667 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,862 | $8,776 | $13,086 | — | — |
| 2023 | $22,107 | $9,534 | $12,573 | — | — |
| 2022 | $23,670 | $8,376 | $15,294 | — | — |