Plan Snapshot
- Plan Sponsor: Unity House Of Troy, INC.
- Sponsor EIN: 232378930
- Sponsor Address: 2431 6TH AVENUE, TROY, NY, 121802227
- Plan Type: 403(b)
- Total Participants: 253
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 253 | $26.7M | $511,049 | $414,420 |
| 2023 | 352 | $23.4M | $450,608 | $423,822 |
| 2022 | 405 | $20.2M | $437,165 | $405,500 |
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 |
|---|---|---|---|---|
| MENGEL, METZGER, BARR & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL, METZGER, BARR & CO. 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 | $79,667 | — | $79,667 | — | — |
| 2023 | $66,601 | — | $66,601 | — | — |
| 2022 | $51,321 | — | $51,321 | — | — |