Plan Snapshot
- Plan Sponsor: Uniwest Construction, INC.
- Sponsor EIN: 541359254
- Sponsor Address: 8191 STRAWBERRY LANE SUITE 3, FALLS CHURCH, VA, 22042
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $16.3M
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 | 222 | $16.3M | $226,617 | $700,424 |
| 2023 | 223 | $14.2M | $189,941 | $553,400 |
| 2022 | 162 | $12.7M | $162,758 | $457,797 |
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 |
|---|---|---|---|---|
| CBIZ CPA P.C. | Auditor | — | — | $0 |
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 | $54,243 | $2,215 | — | — | — |
| 2023 | $56,032 | $1,614 | — | — | — |
| 2022 | $62,224 | $47,828 | $14,396 | — | — |