# Unity Limited Partnership 403(b) Plan
Source: https://planprovider.pro/companies/unity-limited-partnership-plan-002

> Unity Limited Partnership's 403(b) plan: 281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unity Limited Partnership

- **Sponsor EIN:** 391750729

- **Sponsor Address:** 2366 OAK RIDGE CIRCLE, DEPERE, WI, 54115

- **Plan Type:** 403(b)

- **Total Participants:** 281

- **Total Assets:** $17.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|281|$17.2M|$468,977|$1.1M|

| 2023|255|$14.5M|$433,896|$1.0M|

| 2022|252|$12.0M|$411,850|$940,499|

## 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|

| 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:** $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|$55,557|$40,378|—|—|—|

| 2023|$46,800|$34,027|—|—|—|

| 2022|$46,026|$43,904|—|—|—|

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